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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 | $1,812,657 | $162,136+1018.0% | $152,301+1090.2% | $154,746+1071.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 91.45% | 91.02%+0.4pp | 80.50%+11.0pp | 172.34%-80.9pp |
| Employer contribution / active EE | $46,500 | $4,890+850.9% | $4,624+905.5% | $4,379+961.9% |
| Participant deferral / active EE | $3,318 | $8,341-60.2% | $8,004-58.6% | $6,730-50.7% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |