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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 | $477,465 | $98,240+386.0% | $82,312+480.1% | $147,586+223.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.23% | 30.85%-19.6pp | 25.88%-14.6pp | 578.59%-567.4pp |
| Employer contribution / active EE | $13,337 | $3,192+317.9% | $2,428+449.2% | $4,876+173.5% |
| Participant deferral / active EE | $13,154 | $4,383+200.1% | $3,706+254.9% | $5,439+141.8% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |