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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 | $1,205,182 | $149,679+705.2% | $117,039+929.7% | $147,586+716.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 24.70% | 19.31%+5.4pp | 18.95%+5.8pp | 578.59%-553.9pp |
| Employer contribution / active EE | $36,462 | $4,937+638.6% | $3,785+863.4% | $4,876+647.7% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |