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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 | $1,235,560 | $125,184+887.0% | $105,607+1070.0% | $145,884+746.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 19.68% | 225.00%-205.3pp | 116.11%-96.4pp | 551.85%-532.2pp |
| Employer contribution / active EE | $5,424 | $3,720+45.8% | $3,167+71.3% | $4,662+16.3% |
| Participant deferral / active EE | $20,325 | $5,714+255.7% | $5,011+305.6% | $6,690+203.8% |
| Admin fee / account holder | $68 | $17,133-99.6% | $10,958-99.4% | $13,392-99.5% |