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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 | $2,865,199 | $196,972+1354.6% | $182,262+1472.0% | $198,609+1342.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 69.25% | 158.27%-89.0pp | 140.60%-71.4pp | 202.70%-133.5pp |
| Employer contribution / active EE | $42,902 | $5,364+699.9% | $5,046+750.3% | $5,055+748.6% |
| Participant deferral / active EE | $21,417 | $8,643+147.8% | $8,276+158.8% | $6,977+207.0% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |