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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 | $1,041,185 | $96,558+978.3% | $80,977+1185.8% | $273,972+280.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 9.00% | 15.14%-6.1pp | 17.11%-8.1pp | 41.46%-32.5pp |
| Employer contribution / active EE | $17,989 | $4,869+269.5% | $3,715+384.3% | $4,869+269.5% |
| Participant deferral / active EE | $15,823 | $6,598+139.8% | $5,696+177.8% | $5,287+199.3% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |