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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 | $3,182,314 | $201,370+1480.3% | $184,256+1627.1% | $145,897+2081.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 56.67% | 29.05%+27.6pp | 28.85%+27.8pp | 552.29%-495.6pp |
| Employer contribution / active EE | $5,200 | $7,024-26.0% | $6,427-19.1% | $4,663+11.5% |
| Participant deferral / active EE | $19,000 | $9,808+93.7% | $9,133+108.0% | $6,689+184.0% |
| Admin fee / account holder | $8 | $16,364-100.0% | $13,899-99.9% | $13,390-99.9% |