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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 | $504,499 | $124,346+305.7% | $111,308+353.2% | $167,536+201.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 15.71% | 37.45%-21.7pp | 54.67%-39.0pp | 478.82%-463.1pp |
| Employer contribution / active EE | $24,727 | $3,437+619.4% | $2,732+805.2% | $4,839+411.0% |
| Participant deferral / active EE | $17,750 | $5,182+242.6% | $4,487+295.6% | $6,342+179.9% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |