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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 | $3,570,158 | $211,239+1590.1% | $178,528+1899.8% | $145,877+2347.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 35.80% | 30.22%+5.6pp | 27.11%+8.7pp | 551.28%-515.5pp |
| Employer contribution / active EE | $32,255 | $4,570+605.8% | $3,950+716.5% | $4,663+591.7% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |