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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 | $2,632,677 | $289,211+810.3% | $260,467+910.8% | $198,609+1225.6% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 25.24% | 112.90%-87.7pp | 100.60%-75.4pp | 202.70%-177.5pp |
| Employer contribution / active EE | $4,000 | $4,663-14.2% | $4,239-5.6% | $5,055-20.9% |
| Participant deferral / active EE | $14,907 | $6,812+118.8% | $6,319+135.9% | $6,977+113.7% |
| Admin fee / account holder | $0 | $16,236-100.0% | $15,461-100.0% | $19,030-100.0% |