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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 | $1,110,418 | $211,239+425.7% | $178,528+522.0% | $145,877+661.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.50% | 30.22%-10.7pp | 27.11%-7.6pp | 551.28%-531.8pp |
| Employer contribution / active EE | $3,500 | $4,570-23.4% | $3,950-11.4% | $4,663-24.9% |
| Participant deferral / active EE | $30,500 | $6,963+338.1% | $6,278+385.8% | $6,691+355.9% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |