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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 | $1,110,535 | $124,346+793.1% | $111,308+897.7% | $167,536+562.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 15.41% | 37.45%-22.0pp | 54.67%-39.3pp | 478.82%-463.4pp |
| Employer contribution / active EE | $19,406 | $3,437+464.6% | $2,732+610.4% | $4,839+301.0% |
| Participant deferral / active EE | $12,760 | $5,182+146.3% | $4,487+184.4% | $6,342+101.2% |
| Admin fee / account holder | $222 | $10,621-97.9% | $7,965-97.2% | $12,315-98.2% |