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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 | $1,758,865 | $211,224+732.7% | $178,505+885.3% | $145,897+1105.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.85% | 30.28%-19.4pp | 27.16%-16.3pp | 552.29%-541.4pp |
| Employer contribution / active EE | $6,177 | $4,577+35.0% | $3,955+56.2% | $4,663+32.5% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $113 | $12,109-99.1% | $10,428-98.9% | $13,390-99.2% |