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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 | $3,793,946 | $129,737+2824.3% | $119,126+3084.8% | $154,746+2351.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.93% | 379.08%-362.1pp | 282.11%-265.2pp | 172.34%-155.4pp |
| Employer contribution / active EE | $70,000 | $4,375+1500.0% | $4,034+1635.4% | $4,379+1498.5% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |