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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 | $446,930 | $118,877+276.0% | $96,570+362.8% | $167,536+166.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 22.86% | 50.50%-27.6pp | 37.79%-14.9pp | 478.82%-456.0pp |
| Employer contribution / active EE | $7,189 | $3,121+130.4% | $2,357+205.0% | $4,839+48.6% |
| Participant deferral / active EE | $4,938 | $4,617+6.9% | $3,849+28.3% | $6,342-22.1% |
| Admin fee / account holder | $73 | $8,069-99.1% | $6,182-98.8% | $12,315-99.4% |