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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 | $225,673+1066.6% | $203,872+1191.3% | $155,188+1596.4% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 25.24% | 95.91%-70.7pp | 85.11%-59.9pp | 148.84%-123.6pp |
| Employer contribution / active EE | $4,000 | $4,099-2.4% | $3,757+6.5% | $4,248-5.8% |
| Participant deferral / active EE | $14,907 | $6,893+116.3% | $6,388+133.4% | $6,531+128.2% |
| Admin fee / account holder | $0 | $12,327-100.0% | $11,730-100.0% | $14,480-100.0% |