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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 | $1,643,763 | $162,781+909.8% | $133,956+1127.1% | $158,931+934.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 37.05% | 41.94%-4.9pp | 45.09%-8.0pp | 302.86%-265.8pp |
| Employer contribution / active EE | $57,000 | $4,975+1045.6% | $3,919+1354.6% | $4,761+1097.1% |
| Participant deferral / active EE | $0 | $5,911-100.0% | $5,048-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,247-100.0% |