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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 | $2,761,061 | $183,516+1404.5% | $155,534+1675.2% | $145,884+1792.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.94% | 61.43%-43.5pp | 64.92%-47.0pp | 551.85%-533.9pp |
| Employer contribution / active EE | $37,583 | $5,315+607.2% | $4,675+704.0% | $4,662+706.1% |
| Participant deferral / active EE | $8,878 | $6,467+37.3% | $5,630+57.7% | $6,690+32.7% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |