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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 | $2,436,025 | $196,972+1136.7% | $182,262+1236.6% | $198,609+1126.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 11.41% | 158.27%-146.9pp | 140.60%-129.2pp | 202.70%-191.3pp |
| Employer contribution / active EE | $21,013 | $5,364+291.8% | $5,046+316.5% | $5,055+315.7% |
| Participant deferral / active EE | $19,647 | $8,643+127.3% | $8,276+137.4% | $6,977+181.6% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |