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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 | $2,615,264 | $212,386+1131.4% | $199,883+1208.4% | $138,895+1782.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 14.10% | 47.75%-33.6pp | 43.81%-29.7pp | 145.39%-131.3pp |
| Employer contribution / active EE | $11,667 | $6,625+76.1% | $6,261+86.3% | $4,194+178.2% |
| Participant deferral / active EE | $25,900 | $9,617+169.3% | $9,138+183.4% | $6,396+304.9% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |