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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 | $4,061,700 | $211,288+1822.3% | $178,540+2175.0% | $145,884+2684.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.66% | 30.27%-15.6pp | 27.15%-12.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $27,500 | $4,574+501.3% | $3,953+595.7% | $4,662+489.8% |
| Participant deferral / active EE | $28,250 | $6,967+305.5% | $6,281+349.8% | $6,690+322.3% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |