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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 | $2,031,015 | $148,623+1266.6% | $135,974+1393.7% | $139,466+1356.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 29.25% | 79.30%-50.0pp | 68.30%-39.1pp | 373.66%-344.4pp |
| Employer contribution / active EE | $36,053 | $5,246+587.2% | $4,859+642.0% | $4,754+658.4% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $109 | $12,406-99.1% | $10,767-99.0% | $11,409-99.0% |