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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 | $4,237,023 | $201,259+2005.3% | $184,200+2200.2% | $145,959+2802.9% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 26.60% | 28.98%-2.4pp | 28.80%-2.2pp | 561.95%-535.3pp |
| Employer contribution / active EE | $28,045 | $7,018+299.6% | $6,424+336.6% | $4,661+501.7% |
| Participant deferral / active EE | $16,175 | $9,806+64.9% | $9,132+77.1% | $6,689+141.8% |
| Admin fee / account holder | $125 | $16,372-99.2% | $13,907-99.1% | $13,398-99.1% |