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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 | $1,497,025 | $152,460+881.9% | $118,746+1160.7% | $147,586+914.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 12.71% | 17.41%-4.7pp | 24.54%-11.8pp | 578.59%-565.9pp |
| Employer contribution / active EE | $25,250 | $5,046+400.4% | $4,193+502.2% | $4,876+417.8% |
| Participant deferral / active EE | $0 | $6,212-100.0% | $5,332-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,886-100.0% |