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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 | $452,959 | $91,037+397.6% | $71,671+532.0% | $147,586+206.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 16.68% | 20.48%-3.8pp | 20.65%-4.0pp | 578.59%-561.9pp |
| Employer contribution / active EE | $16,014 | $3,327+381.3% | $2,460+551.0% | $4,876+228.4% |
| Participant deferral / active EE | $7,952 | $4,498+76.8% | $3,438+131.3% | $5,439+46.2% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |