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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 | $862,785 | $162,812+429.9% | $133,971+544.0% | $158,966+442.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 28.59% | 41.94%-13.4pp | 45.09%-16.5pp | 302.95%-274.4pp |
| Employer contribution / active EE | $6,116 | $4,976+22.9% | $3,919+56.1% | $4,762+28.4% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $68 | $11,741-99.4% | $8,929-99.2% | $11,250-99.4% |