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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 | $2,569,553 | $135,905+1790.7% | $126,068+1938.2% | $198,609+1193.8% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 9.71% | 14.07%-4.4pp | 15.01%-5.3pp | 202.70%-193.0pp |
| Employer contribution / active EE | $46,500 | $4,245+995.4% | $3,968+1071.9% | $5,055+819.8% |
| Participant deferral / active EE | $27,250 | $8,523+219.7% | $8,214+231.8% | $6,977+290.6% |
| Admin fee / account holder | $0 | $21,036-100.0% | $18,264-100.0% | $19,030-100.0% |