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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 | $859,331 | $305,245+181.5% | $258,236+232.8% | $428,746+100.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 81.9%+18.1pp | 88.2%+11.8pp |
| Annual return | 11.02% | -5.74%+16.8pp | -3.31%+14.3pp | 331.92%-320.9pp |
| Employer contribution / active EE | $30,658 | $9,167+234.4% | $7,891+288.5% | $8,363+266.6% |
| Participant deferral / active EE | $0 | $5,791-100.0% | $5,237-100.0% | $5,961-100.0% |
| Admin fee / account holder | $0 | $16,482-100.0% | $14,475-100.0% | $31,735-100.0% |