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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 | $689,507 | $118,877+480.0% | $96,570+614.0% | $167,536+311.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.07% | 50.50%-35.4pp | 37.79%-22.7pp | 478.82%-463.7pp |
| Employer contribution / active EE | $13,674 | $3,121+338.2% | $2,357+480.1% | $4,839+182.6% |
| Participant deferral / active EE | $8,935 | $4,617+93.5% | $3,849+132.1% | $6,342+40.9% |
| Admin fee / account holder | $13 | $8,069-99.8% | $6,182-99.8% | $12,315-99.9% |