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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 | $1,096,082 | $254,759+330.2% | $216,567+406.1% | $198,609+451.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 11.90% | 10.04%+1.9pp | 12.94%-1.0pp | 202.70%-190.8pp |
| Employer contribution / active EE | $50,000 | $6,096+720.1% | $5,216+858.6% | $5,055+889.0% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |