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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 | $2,555,645 | $211,224+1109.9% | $178,505+1331.7% | $145,897+1651.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.06% | 30.28%-14.2pp | 27.16%-11.1pp | 552.29%-536.2pp |
| Employer contribution / active EE | $2,826 | $4,577-38.3% | $3,955-28.6% | $4,663-39.4% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |