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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 | $814,517 | $115,917+602.7% | $100,535+710.2% | $158,982+412.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 17.41% | 34.80%-17.4pp | 30.90%-13.5pp | 302.99%-285.6pp |
| Employer contribution / active EE | $16,893 | $4,105+311.5% | $3,419+394.1% | $4,763+254.7% |
| Participant deferral / active EE | $16,200 | $6,677+142.6% | $6,271+158.3% | $5,983+170.7% |
| Admin fee / account holder | $289 | $11,002-97.4% | $8,085-96.4% | $11,252-97.4% |