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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 | $436,733 | $140,578+210.7% | $100,671+333.8% | $125,389+248.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 0.12% | 24.67%-24.6pp | 20.43%-20.3pp | 282.24%-282.1pp |
| Employer contribution / active EE | $9,575 | $5,965+60.5% | $4,012+138.6% | $4,866+96.8% |
| Participant deferral / active EE | $11,000 | $3,981+176.3% | $3,144+249.9% | $5,352+105.5% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |