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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 | $493,914 | $87,546+464.2% | $75,784+551.7% | $125,389+293.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.01% | 13.49%-13.5pp | 9.68%-9.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $17,631 | $3,930+348.6% | $3,323+430.5% | $4,866+262.3% |
| Participant deferral / active EE | $12,000 | $4,230+183.7% | $3,652+228.6% | $5,352+124.2% |
| Admin fee / account holder | $40 | $6,503-99.4% | $5,300-99.2% | $9,541-99.6% |