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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 | $1,369,222 | $88,702+1443.6% | $81,780+1574.3% | $145,978+838.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.76% | 1029.12%-1009.4pp | 776.27%-756.5pp | 550.52%-530.8pp |
| Employer contribution / active EE | $12,120 | $3,084+293.0% | $2,914+315.9% | $4,662+160.0% |
| Participant deferral / active EE | $20,745 | $4,645+346.6% | $4,321+380.1% | $6,690+210.1% |
| Admin fee / account holder | $2 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |