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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 | $4,751,344 | $183,592+2488.0% | $155,567+2954.2% | $145,959+3155.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.53% | 61.24%-47.7pp | 64.74%-51.2pp | 561.95%-548.4pp |
| Employer contribution / active EE | $34,680 | $5,315+552.5% | $4,674+642.0% | $4,661+644.1% |
| Participant deferral / active EE | $15,731 | $6,464+143.3% | $5,628+179.5% | $6,689+135.2% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |