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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 | $1,839,137 | $110,410+1565.7% | $102,437+1695.4% | $145,897+1160.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 47.03% | 24.85%+22.2pp | 24.95%+22.1pp | 552.29%-505.3pp |
| Employer contribution / active EE | $16,025 | $4,217+280.0% | $3,871+314.0% | $4,663+243.7% |
| Participant deferral / active EE | $20,916 | $5,622+272.1% | $5,060+313.3% | $6,689+212.7% |
| Admin fee / account holder | $13 | $9,745-99.9% | $8,388-99.8% | $13,390-99.9% |