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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 | $2,281,029 | $185,312+1130.9% | $161,489+1312.5% | $154,746+1374.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 10.32% | 103.84%-93.5pp | 89.72%-79.4pp | 172.34%-162.0pp |
| Employer contribution / active EE | $11,993 | $4,769+151.5% | $4,268+181.0% | $4,379+173.9% |
| Participant deferral / active EE | $15,736 | $6,350+147.8% | $5,630+179.5% | $6,730+133.8% |
| Admin fee / account holder | $30 | $18,654-99.8% | $16,006-99.8% | $14,365-99.8% |