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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 | $1,150,619 | $81,276+1315.7% | $155,574+639.6% | $80,925+1321.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.00% | 33.36%-22.4pp | 64.87%-53.9pp | 35.65%-24.6pp |
| Employer contribution / active EE | $27,212 | $3,103+776.9% | $4,676+482.0% | $2,756+887.3% |
| Participant deferral / active EE | $16,548 | $3,453+379.2% | $5,629+194.0% | $4,299+285.0% |
| Admin fee / account holder | $0 | $7,993-100.0% | $15,914-100.0% | $6,940-100.0% |