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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 | $2,357,286 | $175,259+1245.0% | $149,723+1474.4% | $139,487+1590.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.25% | 166.82%-150.6pp | 134.50%-118.2pp | 373.84%-357.6pp |
| Employer contribution / active EE | $9,758 | $5,478+78.1% | $4,821+102.4% | $4,755+105.2% |
| Participant deferral / active EE | $30,000 | $6,522+360.0% | $5,682+427.9% | $6,713+346.9% |
| Admin fee / account holder | $56 | $16,158-99.7% | $13,215-99.6% | $11,407-99.5% |