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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 | $201,344+2004.4% | $184,243+2199.7% | $145,877+2804.5% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 26.60% | 29.01%-2.4pp | 28.82%-2.2pp | 551.28%-524.7pp |
| Employer contribution / active EE | $28,045 | $7,022+299.4% | $6,427+336.4% | $4,663+501.4% |
| Participant deferral / active EE | $16,175 | $9,807+64.9% | $9,132+77.1% | $6,691+141.8% |
| Admin fee / account holder | $125 | $16,382-99.2% | $13,914-99.1% | $13,402-99.1% |