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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 | $2,560,027 | $208,088+1130.3% | $186,193+1274.9% | $154,746+1554.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 16.94% | 89.97%-73.0pp | 78.03%-61.1pp | 172.34%-155.4pp |
| Employer contribution / active EE | $12,279 | $4,340+182.9% | $3,918+213.4% | $4,379+180.4% |
| Participant deferral / active EE | $31,000 | $7,078+338.0% | $6,513+376.0% | $6,730+360.6% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |