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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 | $398,913 | $101,618+292.6% | $93,063+328.6% | $137,256+190.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 13.05% | 223.95%-210.9pp | 34.15%-21.1pp | 220.34%-207.3pp |
| Employer contribution / active EE | $18,164 | $2,707+571.0% | $2,476+633.6% | $4,156+337.0% |
| Participant deferral / active EE | $6,740 | $4,279+57.5% | $3,958+70.3% | $6,407+5.2% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |