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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 | $1,988,609 | $140,592+1314.5% | $123,105+1515.4% | $125,389+1486.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 74.93% | 16.80%+58.1pp | 13.22%+61.7pp | 282.24%-207.3pp |
| Employer contribution / active EE | $21,167 | $6,041+250.4% | $5,151+310.9% | $4,866+335.0% |
| Participant deferral / active EE | $8,000 | $6,980+14.6% | $6,229+28.4% | $5,352+49.5% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |