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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 | $1,095,126 | $149,741+631.3% | $118,914+820.9% | $158,982+588.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 15.37% | 19.94%-4.6pp | 35.89%-20.5pp | 302.99%-287.6pp |
| Employer contribution / active EE | $17,267 | $4,119+319.2% | $3,264+429.0% | $4,763+262.5% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,607-100.0% | $6,582-100.0% | $11,252-100.0% |