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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 | $1,663,708 | $127,386+1206.0% | $115,037+1346.2% | $125,393+1226.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.94% | 31.28%-32.2pp | 26.14%-27.1pp | 282.23%-283.2pp |
| Employer contribution / active EE | $30,279 | $5,166+486.1% | $4,608+557.1% | $4,866+522.2% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,351-100.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |