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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 | $6,444,428 | $108,212+5855.4% | $77,513+8214.0% | $158,966+3954.0% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 4.33% | 31.67%-27.3pp | 54.81%-50.5pp | 302.95%-298.6pp |
| Employer contribution / active EE | $2,689 | $1,325+102.9% | $987+172.5% | $4,762-43.5% |
| Participant deferral / active EE | $2,689 | $2,455+9.5% | $1,861+44.5% | $5,983-55.1% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,250-100.0% |