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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 | $2,330,270 | $177,156+1215.4% | $147,027+1484.9% | $154,746+1405.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 24.21% | 21.94%+2.3pp | 20.23%+4.0pp | 172.34%-148.1pp |
| Employer contribution / active EE | $53,747 | $4,336+1139.4% | $3,626+1382.3% | $4,379+1127.4% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $14,904-100.0% | $12,223-100.0% | $14,365-100.0% |