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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 | $1,112,531 | $95,415+1066.0% | $185,851+498.6% | $85,851+1195.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 16.98% | 23.59%-6.6pp | 122.11%-105.1pp | 318.63%-301.7pp |
| Employer contribution / active EE | $29,261 | $3,314+783.0% | $5,168+466.1% | $2,565+1040.6% |
| Participant deferral / active EE | $17,959 | $3,424+424.5% | $5,569+222.5% | $3,952+354.4% |
| Admin fee / account holder | $1 | $7,215-100.0% | $16,245-100.0% | $6,261-100.0% |