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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 | $2,020,524 | $149,741+1249.3% | $118,914+1599.1% | $158,982+1170.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 31.78% | 19.94%+11.8pp | 35.89%-4.1pp | 302.99%-271.2pp |
| Employer contribution / active EE | $29,240 | $4,119+610.0% | $3,264+795.8% | $4,763+513.9% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,607-100.0% | $6,582-100.0% | $11,252-100.0% |