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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 | $1,100,640 | $176,402+523.9% | $134,162+720.4% | $158,982+592.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 17.53% | 63.66%-46.1pp | 36.35%-18.8pp | 302.99%-285.5pp |
| Employer contribution / active EE | $24,743 | $5,042+390.7% | $3,705+567.8% | $4,763+419.5% |
| Participant deferral / active EE | $25,500 | $4,093+523.1% | $3,500+628.7% | $5,983+326.2% |
| Admin fee / account holder | $150 | $8,719-98.3% | $6,685-97.8% | $11,252-98.7% |