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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 | $1,231,064 | $97,881+1157.7% | $80,004+1438.8% | $125,389+881.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | 12.74% | 9.36%+3.4pp | 7.63%+5.1pp | 282.24%-269.5pp |
| Employer contribution / active EE | $20,000 | $3,128+539.5% | $2,473+708.9% | $4,866+311.0% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3 | $6,278-100.0% | $5,033-99.9% | $9,541-100.0% |