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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 | $542,789 | $117,829+360.7% | $102,423+429.9% | $145,877+272.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.96% | 31.83%-20.9pp | 29.42%-18.5pp | 551.28%-540.3pp |
| Employer contribution / active EE | $23,195 | $3,615+541.7% | $3,023+667.3% | $4,663+397.4% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $43 | $13,335-99.7% | $9,455-99.6% | $13,402-99.7% |