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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 | $1,346,696 | $161,352+734.6% | $134,172+903.7% | $137,256+881.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 17.30% | 28.72%-11.4pp | 25.30%-8.0pp | 220.34%-203.0pp |
| Employer contribution / active EE | $25,460 | $4,099+521.2% | $3,420+644.5% | $4,156+512.6% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |