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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 | $1,373,008 | $134,817+918.4% | $123,973+1007.5% | $155,188+784.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 14.16% | 515.49%-501.3pp | 388.13%-374.0pp | 148.84%-134.7pp |
| Employer contribution / active EE | $28,079 | $4,425+534.5% | $4,126+580.6% | $4,248+561.0% |
| Participant deferral / active EE | $18,221 | $5,706+219.3% | $5,247+247.3% | $6,531+179.0% |
| Admin fee / account holder | $249 | $13,245-98.1% | $11,799-97.9% | $14,480-98.3% |