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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 | $1,219,582 | $211,288+477.2% | $178,540+583.1% | $145,884+736.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.47% | 30.27%-11.8pp | 27.15%-8.7pp | 551.85%-533.4pp |
| Employer contribution / active EE | $46,000 | $4,574+905.7% | $3,953+1063.7% | $4,662+886.6% |
| Participant deferral / active EE | $23,000 | $6,967+230.2% | $6,281+266.2% | $6,690+243.8% |
| Admin fee / account holder | $100 | $12,105-99.2% | $10,424-99.0% | $13,392-99.3% |