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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 | $154,228+1256.1% | $145,433+1338.1% | $137,256+1423.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 33.32% | 74.59%-41.3pp | 66.58%-33.3pp | 220.34%-187.0pp |
| Employer contribution / active EE | $24,085 | $4,804+401.4% | $4,554+428.8% | $4,156+479.5% |
| Participant deferral / active EE | $26,133 | $8,216+218.1% | $7,897+230.9% | $6,407+307.9% |
| Admin fee / account holder | $120 | $14,344-99.2% | $13,129-99.1% | $12,270-99.0% |