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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 | $3,995,743 | $211,946+1785.3% | $169,452+2258.0% | $135,380+2851.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 26.60% | 3.26%+23.3pp | 1.83%+24.8pp | 519.81%-493.2pp |
| Employer contribution / active EE | $1,050 | $5,117-79.5% | $4,157-74.7% | $4,779-78.0% |
| Participant deferral / active EE | $9,000 | $6,075+48.1% | $5,277+70.6% | $5,609+60.5% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |