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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 | $1,378,632 | $105,623+1205.2% | $87,502+1475.5% | $273,972+403.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 7.68% | 12.26%-4.6pp | 12.21%-4.5pp | 41.46%-33.8pp |
| Employer contribution / active EE | $53,000 | $3,141+1587.6% | $2,550+1978.7% | $4,869+988.6% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3 | $4,781-99.9% | $4,221-99.9% | $10,133-100.0% |