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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 | $1,324,839 | $108,911+1116.4% | $100,392+1219.7% | $145,884+808.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.27% | 58.23%-39.0pp | 49.45%-30.2pp | 551.85%-532.6pp |
| Employer contribution / active EE | $41,000 | $4,420+827.6% | $3,941+940.2% | $4,662+779.4% |
| Participant deferral / active EE | $30,500 | $8,459+260.6% | $8,090+277.0% | $6,690+355.9% |
| Admin fee / account holder | $28 | $9,698-99.7% | $7,904-99.6% | $13,392-99.8% |