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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 | $1,156,966 | $175,646+558.7% | $129,118+796.1% | $134,545+759.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | 16.43% | -11.39%+27.8pp | -10.94%+27.4pp | 418.37%-401.9pp |
| Employer contribution / active EE | $30,500 | $6,355+379.9% | $5,051+503.8% | $4,742+543.2% |
| Participant deferral / active EE | $0 | $7,970-100.0% | $6,539-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $23,578-100.0% | $14,305-100.0% | $11,431-100.0% |