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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 | $2,306,025 | $183,627+1155.8% | $155,602+1382.0% | $145,978+1479.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.94% | 61.32%-38.4pp | 64.81%-41.9pp | 550.52%-527.6pp |
| Employer contribution / active EE | $1,266 | $5,316-76.2% | $4,675-72.9% | $4,662-72.8% |
| Participant deferral / active EE | $30,500 | $6,466+371.7% | $5,629+441.9% | $6,690+355.9% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |