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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 | $1,094,607 | $196,972+455.7% | $182,262+500.6% | $198,609+451.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.45% | 158.27%-141.8pp | 140.60%-124.1pp | 202.70%-186.2pp |
| Employer contribution / active EE | $26,176 | $5,364+388.0% | $5,046+418.8% | $5,055+417.8% |
| Participant deferral / active EE | $31,000 | $8,643+258.7% | $8,276+274.6% | $6,977+344.3% |
| Admin fee / account holder | $12 | $18,429-99.9% | $16,712-99.9% | $19,030-99.9% |