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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 | $2,290,641 | $669,896+241.9% | $3,260,465-29.7% | $669,896+241.9% |
| Participation rate | 100.0% | 90.5%+9.5pp | 85.7%+14.3pp | 90.5%+9.5pp |
| Annual return | 14.85% | 11.25%+3.6pp | 32.92%-18.1pp | 11.25%+3.6pp |
| Employer contribution / active EE | $17,100 | $23,407-26.9% | $23,237-26.4% | $23,407-26.9% |
| Participant deferral / active EE | $26,000 | $8,339+211.8% | $8,486+206.4% | $8,339+211.8% |
| Admin fee / account holder | $0 | $52,310-100.0% | $530,422-100.0% | $52,310-100.0% |