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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 | $373,340 | $89,367+317.8% | $141,191+164.4% | $72,975+411.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.07% | 111.87%-91.8pp | 71.41%-51.3pp | 81.01%-60.9pp |
| Employer contribution / active EE | $13,879 | $3,115+345.6% | $4,736+193.1% | $2,440+468.8% |
| Participant deferral / active EE | $8,131 | $5,419+50.0% | $6,710+21.2% | $3,608+125.4% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,264-100.0% | $5,124-100.0% |