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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 | $3,256,246 | $213,785+1423.1% | $185,441+1655.9% | $155,188+1998.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 12.47% | 19.97%-7.5pp | 20.16%-7.7pp | 148.84%-136.4pp |
| Employer contribution / active EE | $41,040 | $5,393+661.0% | $4,672+778.4% | $4,248+866.2% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $15 | $21,134-99.9% | $17,890-99.9% | $14,480-99.9% |