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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $317,156 | $85,060+272.9% | $70,565+349.5% | $139,487+127.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 12.61% | 30.39%-17.8pp | 32.79%-20.2pp | 373.84%-361.2pp |
| Employer contribution / active EE | $24,624 | $3,912+529.4% | $2,976+727.5% | $4,755+417.9% |
| Participant deferral / active EE | $16,929 | $5,891+187.4% | $4,568+270.6% | $6,713+152.2% |
| Admin fee / account holder | $0 | $8,932-100.0% | $6,430-100.0% | $11,407-100.0% |