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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 | $1,041,331 | $263,825+294.7% | $514,175+102.5% | $263,825+294.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 68.6%+31.4pp | 78.8%+21.2pp |
| Annual return | 19.20% | 13.08%+6.1pp | 12.66%+6.5pp | 13.08%+6.1pp |
| Employer contribution / active EE | $0 | $11,436-100.0% | $19,058-100.0% | $11,436-100.0% |
| Participant deferral / active EE | $0 | $5,893-100.0% | $1,030-100.0% | $5,893-100.0% |
| Admin fee / account holder | $0 | $32,179-100.0% | $1,353-100.0% | $32,179-100.0% |