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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 | $1,008,172 | $212,777+373.8% | $173,703+480.4% | $198,609+407.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 3.39% | 18.82%-15.4pp | 17.46%-14.1pp | 202.70%-199.3pp |
| Employer contribution / active EE | $35,542 | $5,214+581.7% | $4,288+728.9% | $5,055+603.1% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $19,536-100.0% | $15,562-100.0% | $19,030-100.0% |