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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 | $3,300,032 | $227,633+1349.7% | $189,597+1640.6% | $167,553+1869.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 23.40% | 78.45%-55.0pp | 64.20%-40.8pp | 478.89%-455.5pp |
| Employer contribution / active EE | $12,833 | $5,317+141.4% | $4,412+190.8% | $4,840+165.2% |
| Participant deferral / active EE | $23,833 | $7,003+240.3% | $6,174+286.0% | $6,343+275.8% |
| Admin fee / account holder | $36 | $11,879-99.7% | $9,807-99.6% | $12,316-99.7% |