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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 | $1,783,019 | $167,522+964.3% | $151,639+1075.8% | $134,532+1225.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.12% | 7.81%-16.9pp | 3.34%-12.5pp | 418.27%-427.4pp |
| Employer contribution / active EE | $10,692 | $6,828+56.6% | $6,165+73.4% | $4,741+125.5% |
| Participant deferral / active EE | $22,600 | $8,986+151.5% | $8,363+170.2% | $6,401+253.1% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |