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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 | $1,757,283 | $254,759+589.8% | $216,567+711.4% | $198,609+784.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 14.56% | 10.04%+4.5pp | 12.94%+1.6pp | 202.70%-188.1pp |
| Employer contribution / active EE | $55,000 | $6,096+802.2% | $5,216+954.5% | $5,055+987.9% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $20 | $26,311-99.9% | $21,981-99.9% | $19,030-99.9% |