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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 | $2,320,717 | $227,633+919.5% | $189,597+1124.0% | $167,553+1285.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.56% | 78.45%-64.9pp | 64.20%-50.6pp | 478.89%-465.3pp |
| Employer contribution / active EE | $16,825 | $5,317+216.4% | $4,412+281.3% | $4,840+247.7% |
| Participant deferral / active EE | $12,133 | $7,003+73.3% | $6,174+96.5% | $6,343+91.3% |
| Admin fee / account holder | $83 | $11,879-99.3% | $9,807-99.2% | $12,316-99.3% |