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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 | $282,059+610.1% | $213,469+838.3% | $154,746+1194.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 14.73% | 20.90%-6.2pp | 20.58%-5.9pp | 172.34%-157.6pp |
| Employer contribution / active EE | $27,748 | $6,189+348.3% | $4,994+455.6% | $4,379+533.7% |
| Participant deferral / active EE | $31,000 | $8,186+278.7% | $6,841+353.2% | $6,730+360.6% |
| Admin fee / account holder | $50 | $37,435-99.9% | $27,141-99.8% | $14,365-99.7% |