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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 | $2,399,839 | $202,463+1085.3% | $169,397+1316.7% | $139,487+1620.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 21.67% | 532.64%-511.0pp | 406.23%-384.6pp | 373.84%-352.2pp |
| Employer contribution / active EE | $26,373 | $4,694+461.9% | $4,013+557.2% | $4,755+454.7% |
| Participant deferral / active EE | $21,500 | $6,941+209.8% | $6,223+245.5% | $6,713+220.3% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |