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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 | $1,135,826 | $99,921+1036.7% | $85,009+1236.1% | $145,959+678.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.61% | 83.89%-71.3pp | 66.47%-53.9pp | 561.95%-549.3pp |
| Employer contribution / active EE | $6,060 | $3,233+87.4% | $2,728+122.1% | $4,661+30.0% |
| Participant deferral / active EE | $12,091 | $5,293+128.4% | $4,522+167.4% | $6,689+80.8% |
| Admin fee / account holder | $4 | $7,252-99.9% | $6,153-99.9% | $13,398-100.0% |