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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 | $1,177,096 | $101,069+1064.6% | $81,478+1344.7% | $147,585+697.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 10.32% | 32.40%-22.1pp | 38.78%-28.5pp | 578.57%-568.3pp |
| Employer contribution / active EE | $29,873 | $3,205+832.0% | $2,568+1063.4% | $4,876+512.6% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |