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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 | $1,066,267 | $149,741+612.1% | $118,914+796.7% | $158,982+570.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 25.69% | 19.94%+5.7pp | 35.89%-10.2pp | 302.99%-277.3pp |
| Employer contribution / active EE | $8,538 | $4,119+107.3% | $3,264+161.6% | $4,763+79.3% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $270 | $8,607-96.9% | $6,582-95.9% | $11,252-97.6% |