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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 | $407,956+196.1% | $299,830+302.9% | $198,609+508.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 78.5%+21.5pp | 82.4%+17.6pp |
| Annual return | 11.15% | 6.66%+4.5pp | 10.58%+0.6pp | 202.70%-191.5pp |
| Employer contribution / active EE | $36,611 | $7,661+377.9% | $5,842+526.7% | $5,055+624.2% |
| Participant deferral / active EE | $0 | $8,628-100.0% | $7,038-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3 | $73,031-100.0% | $50,982-100.0% | $19,030-100.0% |