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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 | $2,259,071 | $201,370+1021.9% | $184,256+1126.1% | $145,897+1448.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.35% | 29.05%-18.7pp | 28.85%-18.5pp | 552.29%-541.9pp |
| Employer contribution / active EE | $11,339 | $7,024+61.4% | $6,427+76.4% | $4,663+143.2% |
| Participant deferral / active EE | $25,000 | $9,808+154.9% | $9,133+173.7% | $6,689+273.7% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |