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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 | $1,704,003 | $167,353+918.2% | $143,797+1085.0% | $134,545+1166.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.08% | 0.48%-0.4pp | -0.04%+0.1pp | 418.37%-418.3pp |
| Employer contribution / active EE | $24,127 | $5,620+329.3% | $4,952+387.2% | $4,742+408.8% |
| Participant deferral / active EE | $13,500 | $6,447+109.4% | $5,638+139.4% | $6,401+110.9% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |