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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 | $2,560,091 | $223,823+1043.8% | $211,142+1112.5% | $154,746+1554.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.51% | 50.39%-34.9pp | 46.84%-31.3pp | 172.34%-156.8pp |
| Employer contribution / active EE | $34,750 | $6,787+412.0% | $6,442+439.4% | $4,379+693.5% |
| Participant deferral / active EE | $29,750 | $9,750+205.1% | $9,284+220.4% | $6,730+342.0% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |