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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 | $210,908+255.4% | $153,643+387.9% | $145,884+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 | 551.85%-528.2pp |
| Employer contribution / active EE | $29,447 | $6,055+386.3% | $5,039+484.3% | $4,662+531.6% |
| Participant deferral / active EE | $0 | $7,976-100.0% | $6,754-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3 | $19,477-100.0% | $12,739-100.0% | $13,392-100.0% |