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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 | $2,002,973 | $239,571+736.1% | $183,328+992.6% | $137,256+1359.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 14.73% | 35.69%-21.0pp | 29.67%-14.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $27,748 | $6,148+351.4% | $5,055+448.9% | $4,156+567.7% |
| Participant deferral / active EE | $31,000 | $7,995+287.7% | $6,795+356.2% | $6,407+383.9% |
| Admin fee / account holder | $50 | $30,059-99.8% | $21,427-99.8% | $12,270-99.6% |