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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 | $850,644 | $153,311+454.8% | $109,313+678.2% | $273,972+210.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 8.56% | 29.86%-21.3pp | 22.07%-13.5pp | 41.46%-32.9pp |
| Employer contribution / active EE | $25,000 | $5,619+344.9% | $3,892+542.3% | $4,869+413.5% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |