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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 | $760,237 | $176,402+331.0% | $134,162+466.7% | $158,982+378.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 5.15% | 63.66%-58.5pp | 36.35%-31.2pp | 302.99%-297.8pp |
| Employer contribution / active EE | $11,256 | $5,042+123.2% | $3,705+203.8% | $4,763+136.3% |
| Participant deferral / active EE | $13,390 | $4,093+227.2% | $3,500+282.6% | $5,983+123.8% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |