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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 | $2,829,405 | $175,259+1514.4% | $149,723+1789.8% | $139,487+1928.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.50% | 166.82%-151.3pp | 134.50%-119.0pp | 373.84%-358.3pp |
| Employer contribution / active EE | $37,595 | $5,478+586.3% | $4,821+679.8% | $4,755+690.7% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |