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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 | $1,476,662 | $115,917+1173.9% | $100,535+1368.8% | $158,982+828.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 8.95% | 34.80%-25.9pp | 30.90%-21.9pp | 302.99%-294.0pp |
| Employer contribution / active EE | $1,692 | $4,105-58.8% | $3,419-50.5% | $4,763-64.5% |
| Participant deferral / active EE | $4,791 | $6,677-28.2% | $6,271-23.6% | $5,983-19.9% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |