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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 | $2,859,113 | $185,883+1438.1% | $170,043+1581.4% | $139,466+1950.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.90% | 60.54%-39.6pp | 53.40%-32.5pp | 373.66%-352.8pp |
| Employer contribution / active EE | $22,706 | $7,596+198.9% | $6,790+234.4% | $4,754+377.6% |
| Participant deferral / active EE | $13,254 | $11,626+14.0% | $10,410+27.3% | $6,712+97.5% |
| Admin fee / account holder | $2 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |