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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 | $1,398,779 | $92,766+1407.9% | $82,763+1590.1% | $134,545+939.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 1.50% | 946.97%-945.5pp | 702.45%-700.9pp | 418.37%-416.9pp |
| Employer contribution / active EE | $38,456 | $3,273+1074.9% | $3,008+1178.3% | $4,742+711.0% |
| Participant deferral / active EE | $20,344 | $4,802+323.6% | $4,395+362.9% | $6,401+217.8% |
| Admin fee / account holder | $13 | $5,978-99.8% | $5,325-99.8% | $11,431-99.9% |