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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 | $887,984 | $104,251+751.8% | $91,004+875.8% | $147,586+501.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 12.14% | 27.06%-14.9pp | 4.60%+7.5pp | 578.59%-566.5pp |
| Employer contribution / active EE | $25,000 | $3,116+702.4% | $2,456+918.0% | $4,876+412.7% |
| Participant deferral / active EE | $1,850 | $4,195-55.9% | $3,548-47.9% | $5,439-66.0% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |