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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 | $515,418 | $211,224+144.0% | $178,505+188.7% | $145,897+253.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.23% | 30.28%-14.1pp | 27.16%-10.9pp | 552.29%-536.1pp |
| Employer contribution / active EE | $48,475 | $4,577+959.2% | $3,955+1125.6% | $4,663+939.7% |
| Participant deferral / active EE | $38,250 | $6,966+449.1% | $6,280+509.0% | $6,689+471.8% |
| Admin fee / account holder | $19 | $12,109-99.8% | $10,428-99.8% | $13,390-99.9% |