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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 | $753,257 | $84,236+794.2% | $170,435+342.0% | $70,126+974.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 22.86% | 23.06%-0.2pp | 205.94%-183.1pp | 73.15%-50.3pp |
| Employer contribution / active EE | $33,543 | $3,387+890.3% | $5,432+517.5% | $2,343+1331.9% |
| Participant deferral / active EE | $17,786 | $3,086+476.4% | $4,939+260.1% | $3,332+433.8% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |