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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 | $1,835,036 | $175,231+947.2% | $149,696+1125.8% | $139,466+1215.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.42% | 166.77%-155.4pp | 134.46%-123.0pp | 373.66%-362.2pp |
| Employer contribution / active EE | $66,000 | $5,478+1104.8% | $4,821+1269.1% | $4,754+1288.3% |
| Participant deferral / active EE | $7,500 | $6,521+15.0% | $5,682+32.0% | $6,712+11.7% |
| Admin fee / account holder | $204 | $16,155-98.7% | $13,212-98.5% | $11,409-98.2% |