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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 | $407,956+391.0% | $299,830+568.0% | $198,609+908.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 78.5%+21.5pp | 82.4%+17.6pp |
| Annual return | 14.73% | 6.66%+8.1pp | 10.58%+4.1pp | 202.70%-188.0pp |
| Employer contribution / active EE | $27,748 | $7,661+262.2% | $5,842+375.0% | $5,055+448.9% |
| Participant deferral / active EE | $31,000 | $8,628+259.3% | $7,038+340.5% | $6,977+344.3% |
| Admin fee / account holder | $50 | $73,031-99.9% | $50,982-99.9% | $19,030-99.7% |