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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 | $1,562,587 | $162,821+859.7% | $133,978+1066.3% | $158,982+882.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.77% | 41.95%-34.2pp | 45.10%-37.3pp | 302.99%-295.2pp |
| Employer contribution / active EE | $15,500 | $4,976+211.5% | $3,919+295.5% | $4,763+225.4% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |