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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 | $3,871,442 | $209,336+1749.4% | $197,124+1864.0% | $137,256+2720.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.39% | 48.09%-32.7pp | 44.34%-29.0pp | 220.34%-205.0pp |
| Employer contribution / active EE | $26,718 | $6,591+305.4% | $6,227+329.0% | $4,156+542.9% |
| Participant deferral / active EE | $7,992 | $9,614-16.9% | $9,135-12.5% | $6,407+24.7% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |