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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 | $1,031,964 | $167,483+516.2% | $115,752+791.5% | $147,586+599.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 19.17% | 12.11%+7.1pp | 19.41%-0.2pp | 578.59%-559.4pp |
| Employer contribution / active EE | $2,650 | $4,960-46.6% | $3,492-24.1% | $4,876-45.7% |
| Participant deferral / active EE | $27,500 | $7,037+290.8% | $5,204+428.5% | $5,439+405.6% |
| Admin fee / account holder | $0 | $13,069-100.0% | $6,278-100.0% | $10,886-100.0% |