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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 | $749,554 | $210,991+255.3% | $153,741+387.5% | $145,897+413.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.65% | 13.46%+10.2pp | 15.71%+7.9pp | 552.29%-528.6pp |
| Employer contribution / active EE | $29,447 | $6,057+386.2% | $5,042+484.1% | $4,663+531.6% |
| Participant deferral / active EE | $0 | $7,979-100.0% | $6,757-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3 | $19,490-100.0% | $12,749-100.0% | $13,390-100.0% |