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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 | $2,169,452 | $183,516+1082.2% | $155,534+1294.8% | $145,884+1387.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.11% | 61.43%-45.3pp | 64.92%-48.8pp | 551.85%-535.7pp |
| Employer contribution / active EE | $44,017 | $5,315+728.2% | $4,675+841.6% | $4,662+844.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $167 | $19,293-99.1% | $15,900-98.9% | $13,392-98.8% |