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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 | $1,353,835 | $141,001+860.2% | $112,228+1106.3% | $139,487+870.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 27.95% | 32.75%-4.8pp | 30.23%-2.3pp | 373.84%-345.9pp |
| Employer contribution / active EE | $1,241 | $4,285-71.0% | $3,432-63.8% | $4,755-73.9% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $4,800-100.0% | $6,713-100.0% |
| Admin fee / account holder | $111 | $9,959-98.9% | $7,752-98.6% | $11,407-99.0% |