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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 | $172,758+1018.5% | $149,600+1191.7% | $138,895+1291.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 79.9%+20.1pp |
| Annual return | 14.39% | 181.17%-166.8pp | 129.59%-115.2pp | 145.39%-131.0pp |
| Employer contribution / active EE | $56,720 | $4,778+1087.1% | $4,193+1252.7% | $4,194+1252.3% |
| Participant deferral / active EE | $10,154 | $8,180+24.1% | $7,203+41.0% | $6,396+58.7% |
| Admin fee / account holder | $0 | $17,615-100.0% | $13,963-100.0% | $12,562-100.0% |