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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 | $3,182,389 | $183,539+1633.9% | $155,556+1945.8% | $145,897+2081.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.21% | 61.31%-38.1pp | 64.84%-41.6pp | 552.29%-529.1pp |
| Employer contribution / active EE | $34,500 | $5,315+549.1% | $4,675+637.9% | $4,663+639.9% |
| Participant deferral / active EE | $7,178 | $6,467+11.0% | $5,631+27.5% | $6,689+7.3% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |