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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 | $211,288+143.9% | $178,540+188.7% | $145,884+253.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.23% | 30.27%-14.0pp | 27.15%-10.9pp | 551.85%-535.6pp |
| Employer contribution / active EE | $48,475 | $4,574+959.8% | $3,953+1126.3% | $4,662+939.7% |
| Participant deferral / active EE | $38,250 | $6,967+449.1% | $6,281+509.0% | $6,690+471.8% |
| Admin fee / account holder | $19 | $12,105-99.8% | $10,424-99.8% | $13,392-99.9% |