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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 | $1,058,082 | $211,239+400.9% | $178,528+492.7% | $145,877+625.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.24% | 30.22%-19.0pp | 27.11%-15.9pp | 551.28%-540.0pp |
| Employer contribution / active EE | $50,225 | $4,570+999.0% | $3,950+1171.4% | $4,663+977.1% |
| Participant deferral / active EE | $20,333 | $6,963+192.0% | $6,278+223.9% | $6,691+203.9% |
| Admin fee / account holder | $30 | $12,095-99.8% | $10,419-99.7% | $13,402-99.8% |