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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 | $3,184,671 | $110,337+2786.3% | $102,383+3010.5% | $145,877+2083.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.13% | 24.83%-10.7pp | 24.94%-10.8pp | 551.28%-537.2pp |
| Employer contribution / active EE | $69,000 | $4,216+1536.6% | $3,870+1682.8% | $4,663+1379.8% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |