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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 | $1,323,978 | $111,535+1087.1% | $105,223+1158.3% | $137,256+864.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.86% | 237.85%-220.0pp | 180.65%-162.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $34,453 | $3,939+774.6% | $3,689+834.1% | $4,156+729.0% |
| Participant deferral / active EE | $26,021 | $5,500+373.1% | $5,072+413.1% | $6,407+306.1% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |