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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 | $1,948,296 | $377,972+415.5% | $300,297+548.8% | $382,429+409.5% |
| Participation rate | 100.0% | 91.7%+8.3pp | 83.3%+16.7pp | 87.7%+12.3pp |
| Annual return | 18.76% | 4.19%+14.6pp | 6.06%+12.7pp | 248.85%-230.1pp |
| Employer contribution / active EE | $0 | $5,545-100.0% | $4,605-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $21,667 | $5,506+293.5% | $4,511+380.3% | $5,727+278.3% |
| Admin fee / account holder | $0 | $20,122-100.0% | $16,510-100.0% | $30,732-100.0% |