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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 | $1,930,669 | $155,555+1141.1% | $146,866+1214.6% | $155,188+1144.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.01% | 115.41%-97.4pp | 102.85%-84.8pp | 148.84%-130.8pp |
| Employer contribution / active EE | $17,635 | $4,647+279.5% | $4,425+298.6% | $4,248+315.2% |
| Participant deferral / active EE | $16,000 | $8,044+98.9% | $7,759+106.2% | $6,531+145.0% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |