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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 | $1,898,948 | $159,934+1087.3% | $147,005+1191.8% | $145,959+1201.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.78% | 98.24%-67.5pp | 418.76%-388.0pp | 561.95%-531.2pp |
| Employer contribution / active EE | $2,895 | $5,287-45.2% | $4,934-41.3% | $4,661-37.9% |
| Participant deferral / active EE | $44,500 | $8,427+428.0% | $8,070+451.4% | $6,689+565.3% |
| Admin fee / account holder | $80 | $15,053-99.5% | $13,006-99.4% | $13,398-99.4% |