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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 | $1,005,188 | $124,351+708.3% | $109,188+820.6% | $167,553+499.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.85% | 26.04%-12.2pp | 25.76%-11.9pp | 478.89%-465.0pp |
| Employer contribution / active EE | $25,682 | $4,210+510.1% | $3,723+589.8% | $4,840+430.7% |
| Participant deferral / active EE | $8,543 | $5,257+62.5% | $4,654+83.6% | $6,343+34.7% |
| Admin fee / account holder | $3 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |