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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 | $1,408,366 | $114,013+1135.3% | $103,693+1258.2% | $155,188+807.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 17.32% | 49.31%-32.0pp | 47.61%-30.3pp | 148.84%-131.5pp |
| Employer contribution / active EE | $30,430 | $3,131+871.8% | $2,920+942.0% | $4,248+616.4% |
| Participant deferral / active EE | $18,041 | $4,970+263.0% | $4,579+294.0% | $6,531+176.2% |
| Admin fee / account holder | $73 | $8,407-99.1% | $7,858-99.1% | $14,480-99.5% |