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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 | $1,698,147 | $150,447+1028.7% | $136,298+1145.9% | $147,586+1050.6% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 17.14% | 1049.15%-1032.0pp | 5156.27%-5139.1pp | 578.59%-561.5pp |
| Employer contribution / active EE | $18,908 | $5,256+259.7% | $4,696+302.7% | $4,876+287.7% |
| Participant deferral / active EE | $11,280 | $6,631+70.1% | $6,247+80.6% | $5,439+107.4% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |