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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 | $1,500,563 | $132,634+1031.4% | $115,768+1196.2% | $137,256+993.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 20.56% | 160.70%-140.1pp | 100.46%-79.9pp | 220.34%-199.8pp |
| Employer contribution / active EE | $3,002 | $3,360-10.7% | $2,940+2.1% | $4,156-27.8% |
| Participant deferral / active EE | $20,667 | $5,619+267.8% | $4,917+320.3% | $6,407+222.6% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |