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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 | $2,122,686 | $183,592+1056.2% | $155,574+1264.4% | $145,877+1355.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.51% | 61.37%-49.9pp | 64.87%-53.4pp | 551.28%-539.8pp |
| Employer contribution / active EE | $69,000 | $5,317+1197.8% | $4,676+1375.7% | $4,663+1379.8% |
| Participant deferral / active EE | $7,500 | $6,466+16.0% | $5,629+33.2% | $6,691+12.1% |
| Admin fee / account holder | $298 | $19,316-98.5% | $15,914-98.1% | $13,402-97.8% |