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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 | $181,062+1159.8% | $158,223+1341.7% | $155,188+1369.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 10.32% | 57.39%-47.1pp | 52.09%-41.8pp | 148.84%-138.5pp |
| Employer contribution / active EE | $11,993 | $4,565+162.7% | $4,109+191.9% | $4,248+182.3% |
| Participant deferral / active EE | $15,736 | $6,134+156.5% | $5,467+187.8% | $6,531+140.9% |
| Admin fee / account holder | $30 | $18,825-99.8% | $16,047-99.8% | $14,480-99.8% |