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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 | $2,370,505 | $185,312+1179.2% | $161,489+1367.9% | $154,746+1431.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.48% | 103.84%-88.4pp | 89.72%-74.2pp | 172.34%-156.9pp |
| Employer contribution / active EE | $21,933 | $4,769+359.9% | $4,268+413.9% | $4,379+400.9% |
| Participant deferral / active EE | $15,500 | $6,350+144.1% | $5,630+175.3% | $6,730+130.3% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |