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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 | $3,034,175 | $201,344+1407.0% | $184,243+1546.8% | $145,877+1980.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.84% | 29.01%-18.2pp | 28.82%-18.0pp | 551.28%-540.4pp |
| Employer contribution / active EE | $27,942 | $7,022+297.9% | $6,427+334.8% | $4,663+499.2% |
| Participant deferral / active EE | $3,750 | $9,807-61.8% | $9,132-58.9% | $6,691-44.0% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |