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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 | $2,091,421 | $162,136+1189.9% | $152,301+1273.2% | $154,746+1251.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 33.32% | 91.02%-57.7pp | 80.50%-47.2pp | 172.34%-139.0pp |
| Employer contribution / active EE | $24,085 | $4,890+392.5% | $4,624+420.8% | $4,379+450.0% |
| Participant deferral / active EE | $26,133 | $8,341+213.3% | $8,004+226.5% | $6,730+288.3% |
| Admin fee / account holder | $120 | $15,759-99.2% | $14,398-99.2% | $14,365-99.2% |