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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 | $3,993,115 | $275,752+1348.1% | $256,809+1454.9% | $198,609+1910.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 13.82% | 34.81%-21.0pp | 32.73%-18.9pp | 202.70%-188.9pp |
| Employer contribution / active EE | $22,378 | $7,721+189.8% | $7,263+208.1% | $5,055+342.7% |
| Participant deferral / active EE | $20,637 | $10,037+105.6% | $9,520+116.8% | $6,977+195.8% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |