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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 | $1,853,137 | $148,629+1146.8% | $135,982+1262.8% | $139,487+1228.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.12% | 79.33%-56.2pp | 68.32%-45.2pp | 373.84%-350.7pp |
| Employer contribution / active EE | $35,000 | $5,247+567.1% | $4,859+620.3% | $4,755+636.1% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $250 | $12,406-98.0% | $10,767-97.7% | $11,407-97.8% |