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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 | $396,010 | $90,486+337.7% | $78,676+403.3% | $273,972+44.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.83% | 75.62%-72.8pp | 62.19%-59.4pp | 41.46%-38.6pp |
| Employer contribution / active EE | $12,975 | $3,175+308.6% | $2,850+355.2% | $4,869+166.5% |
| Participant deferral / active EE | $7,427 | $3,901+90.4% | $3,517+111.2% | $5,287+40.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |