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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 | $1,352,388 | $77,638+1641.9% | $156,551+763.9% | $62,881+2050.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.26% | 50.33%-41.1pp | 32.23%-23.0pp | 20.14%-10.9pp |
| Employer contribution / active EE | $27,658 | $3,444+703.1% | $5,501+402.8% | $2,281+1112.6% |
| Participant deferral / active EE | $18,882 | $3,046+520.0% | $4,871+287.6% | $3,203+489.5% |
| Admin fee / account holder | $17 | $5,561-99.7% | $13,028-99.9% | $4,296-99.6% |