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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 | $2,024,724 | $165,399+1124.1% | $149,745+1252.1% | $158,982+1173.6% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 8.44% | 348.34%-339.9pp | 276.72%-268.3pp | 302.99%-294.5pp |
| Employer contribution / active EE | $8,888 | $5,105+74.1% | $4,646+91.3% | $4,763+86.6% |
| Participant deferral / active EE | $6,732 | $7,183-6.3% | $6,843-1.6% | $5,983+12.5% |
| Admin fee / account holder | $10 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |