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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 | $3,239,074 | $155,555+1982.3% | $146,866+2105.5% | $155,188+1987.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.54% | 115.41%-97.9pp | 102.85%-85.3pp | 148.84%-131.3pp |
| Employer contribution / active EE | $13,750 | $4,647+195.9% | $4,425+210.8% | $4,248+223.7% |
| Participant deferral / active EE | $17,375 | $8,044+116.0% | $7,759+123.9% | $6,531+166.0% |
| Admin fee / account holder | $12 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |