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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 | $1,785,755 | $110,212+1520.3% | $96,534+1749.9% | $139,466+1180.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 19.98% | 26.42%-6.4pp | 25.88%-5.9pp | 373.66%-353.7pp |
| Employer contribution / active EE | $5,550 | $3,620+53.3% | $2,965+87.2% | $4,754+16.7% |
| Participant deferral / active EE | $11,250 | $5,547+102.8% | $4,851+131.9% | $6,712+67.6% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |