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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 | $184,014+1669.6% | $161,149+1920.6% | $138,895+2244.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 12.47% | 21.52%-9.1pp | 21.16%-8.7pp | 145.39%-132.9pp |
| Employer contribution / active EE | $41,040 | $5,055+711.8% | $4,360+841.3% | $4,194+878.5% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $15 | $18,027-99.9% | $15,194-99.9% | $12,562-99.9% |