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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 | $1,314,383 | $104,709+1155.3% | $85,705+1433.6% | $167,553+684.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 9.28% | 21.45%-12.2pp | 21.49%-12.2pp | 478.89%-469.6pp |
| Employer contribution / active EE | $12,000 | $3,338+259.5% | $2,619+358.2% | $4,840+148.0% |
| Participant deferral / active EE | $20,000 | $4,827+314.4% | $3,924+409.7% | $6,343+215.3% |
| Admin fee / account holder | $0 | $10,036-100.0% | $6,877-100.0% | $12,316-100.0% |