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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 | $1,500,563 | $142,354+954.1% | $125,529+1095.4% | $155,188+866.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 20.56% | 306.06%-285.5pp | 202.56%-182.0pp | 148.84%-128.3pp |
| Employer contribution / active EE | $3,002 | $3,501-14.3% | $3,058-1.8% | $4,248-29.3% |
| Participant deferral / active EE | $20,667 | $5,491+276.4% | $4,813+329.4% | $6,531+216.4% |
| Admin fee / account holder | $0 | $19,392-100.0% | $16,298-100.0% | $14,480-100.0% |