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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 | $2,644,465 | $228,395+1057.8% | $185,861+1322.8% | $158,982+1563.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 7.84% | 40.82%-33.0pp | 35.96%-28.1pp | 302.99%-295.1pp |
| Employer contribution / active EE | $37,500 | $4,968+654.9% | $4,088+817.3% | $4,763+687.3% |
| Participant deferral / active EE | $23,833 | $6,417+271.4% | $5,634+323.0% | $5,983+298.3% |
| Admin fee / account holder | $46 | $11,869-99.6% | $9,503-99.5% | $11,252-99.6% |