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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 | $2,038,598 | $135,905+1400.0% | $126,068+1517.1% | $198,609+926.4% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 8.72% | 14.07%-5.4pp | 15.01%-6.3pp | 202.70%-194.0pp |
| Employer contribution / active EE | $13,667 | $4,245+221.9% | $3,968+244.4% | $5,055+170.3% |
| Participant deferral / active EE | $30,000 | $8,523+252.0% | $8,214+265.2% | $6,977+330.0% |
| Admin fee / account holder | $0 | $21,036-100.0% | $18,264-100.0% | $19,030-100.0% |