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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 | $1,153,718 | $110,410+944.9% | $102,437+1026.3% | $145,897+690.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.14% | 24.85%-13.7pp | 24.95%-13.8pp | 552.29%-541.2pp |
| Employer contribution / active EE | $25,636 | $4,217+507.9% | $3,871+562.3% | $4,663+449.8% |
| Participant deferral / active EE | $17,670 | $5,622+214.3% | $5,060+249.2% | $6,689+164.1% |
| Admin fee / account holder | $191 | $9,745-98.0% | $8,388-97.7% | $13,390-98.6% |