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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 | $2,341,820 | $185,883+1159.8% | $170,043+1277.2% | $139,466+1579.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 43.88% | 60.54%-16.7pp | 53.40%-9.5pp | 373.66%-329.8pp |
| Employer contribution / active EE | $39,432 | $7,596+419.1% | $6,790+480.7% | $4,754+729.5% |
| Participant deferral / active EE | $30,000 | $11,626+158.1% | $10,410+188.2% | $6,712+347.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |