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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 | $81,331+1314.7% | $155,534+639.8% | $80,935+1321.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.00% | 33.37%-22.4pp | 64.92%-53.9pp | 35.66%-24.7pp |
| Employer contribution / active EE | $27,212 | $3,105+776.5% | $4,675+482.1% | $2,757+887.1% |
| Participant deferral / active EE | $16,548 | $3,454+379.1% | $5,630+193.9% | $4,299+284.9% |
| Admin fee / account holder | $0 | $7,999-100.0% | $15,900-100.0% | $6,924-100.0% |