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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 | $165,584+1067.0% | $142,942+1251.8% | $137,256+1307.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 14.39% | 164.22%-149.8pp | 113.70%-99.3pp | 220.34%-205.9pp |
| Employer contribution / active EE | $56,720 | $4,725+1100.3% | $4,139+1270.3% | $4,156+1264.8% |
| Participant deferral / active EE | $10,154 | $8,194+23.9% | $7,128+42.4% | $6,407+58.5% |
| Admin fee / account holder | $0 | $16,167-100.0% | $12,475-100.0% | $12,270-100.0% |