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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 | $1,207,890 | $282,059+328.2% | $213,469+465.8% | $154,746+680.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 11.15% | 20.90%-9.7pp | 20.58%-9.4pp | 172.34%-161.2pp |
| Employer contribution / active EE | $36,611 | $6,189+491.6% | $4,994+633.1% | $4,379+736.0% |
| Participant deferral / active EE | $0 | $8,186-100.0% | $6,841-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3 | $37,435-100.0% | $27,141-100.0% | $14,365-100.0% |