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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 | $108,922+1116.3% | $100,398+1219.6% | $145,978+807.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.27% | 58.04%-38.8pp | 49.32%-30.1pp | 550.52%-531.3pp |
| Employer contribution / active EE | $41,000 | $4,426+826.4% | $3,946+939.1% | $4,662+779.5% |
| Participant deferral / active EE | $30,500 | $8,450+261.0% | $8,084+277.3% | $6,690+355.9% |
| Admin fee / account holder | $28 | $9,680-99.7% | $7,893-99.6% | $13,400-99.8% |