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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 | $2,296,152 | $182,442+1158.6% | $163,379+1305.4% | $138,895+1553.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 12.90% | 72.74%-59.8pp | 63.41%-50.5pp | 145.39%-132.5pp |
| Employer contribution / active EE | $2,694 | $4,159-35.2% | $3,752-28.2% | $4,194-35.8% |
| Participant deferral / active EE | $29,960 | $6,817+339.5% | $6,282+376.9% | $6,396+368.4% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |