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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 | $882,989 | $84,236+948.2% | $170,435+418.1% | $70,126+1159.1% |
| Participation rate | 96.7% | 70.8%+25.8pp | 83.6%+13.1pp | 69.5%+27.1pp |
| Annual return | 13.47% | 23.06%-9.6pp | 205.94%-192.5pp | 73.15%-59.7pp |
| Employer contribution / active EE | $32,584 | $3,387+862.0% | $5,432+499.8% | $2,343+1291.0% |
| Participant deferral / active EE | $18,667 | $3,086+504.9% | $4,939+277.9% | $3,332+460.3% |
| Admin fee / account holder | $247 | $5,698-95.7% | $13,881-98.2% | $4,645-94.7% |