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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 | $3,028,140 | $201,259+1404.6% | $184,200+1543.9% | $145,959+1974.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.24% | 28.98%-2.7pp | 28.80%-2.6pp | 561.95%-535.7pp |
| Employer contribution / active EE | $41,347 | $7,018+489.2% | $6,424+543.6% | $4,661+787.1% |
| Participant deferral / active EE | $30,500 | $9,806+211.0% | $9,132+234.0% | $6,689+356.0% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |