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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 | $2,215,640 | $159,978+1285.0% | $147,041+1406.8% | $145,978+1417.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.41% | 98.36%-86.0pp | 419.21%-406.8pp | 550.52%-538.1pp |
| Employer contribution / active EE | $4,255 | $5,288-19.5% | $4,935-13.8% | $4,662-8.7% |
| Participant deferral / active EE | $15,250 | $8,429+80.9% | $8,071+89.0% | $6,690+128.0% |
| Admin fee / account holder | $28 | $15,053-99.8% | $13,006-99.8% | $13,400-99.8% |