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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 | $1,429,273 | $129,959+999.8% | $104,301+1270.3% | $134,509+962.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 45.75% | 42.04%+3.7pp | 24.61%+21.1pp | 418.13%-372.4pp |
| Employer contribution / active EE | $2,000 | $4,185-52.2% | $3,373-40.7% | $4,741-57.8% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $9,325-100.0% | $7,340-100.0% | $11,427-100.0% |