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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 | $1,932,329 | $171,930+1023.9% | $151,266+1177.4% | $154,746+1148.7% |
| Participation rate | 100.0% | 80.5%+19.5pp | 77.0%+23.0pp | 80.7%+19.3pp |
| Annual return | 14.39% | 242.03%-227.6pp | 180.60%-166.2pp | 172.34%-157.9pp |
| Employer contribution / active EE | $56,720 | $4,710+1104.2% | $4,237+1238.8% | $4,379+1195.2% |
| Participant deferral / active EE | $10,154 | $8,191+24.0% | $7,337+38.4% | $6,730+50.9% |
| Admin fee / account holder | $0 | $15,803-100.0% | $13,159-100.0% | $14,365-100.0% |