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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 | $2,300,835 | $183,592+1153.2% | $155,567+1379.0% | $145,959+1476.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.98% | 61.24%-48.3pp | 64.74%-51.8pp | 561.95%-549.0pp |
| Employer contribution / active EE | $32,002 | $5,315+502.1% | $4,674+584.7% | $4,661+586.6% |
| Participant deferral / active EE | $7,371 | $6,464+14.0% | $5,628+31.0% | $6,689+10.2% |
| Admin fee / account holder | $6 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |