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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 | $2,632,677 | $208,088+1165.2% | $186,193+1314.0% | $154,746+1601.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 25.24% | 89.97%-64.7pp | 78.03%-52.8pp | 172.34%-147.1pp |
| Employer contribution / active EE | $4,000 | $4,340-7.8% | $3,918+2.1% | $4,379-8.7% |
| Participant deferral / active EE | $14,907 | $7,078+110.6% | $6,513+128.9% | $6,730+121.5% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |