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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 | $1,661,660 | $110,093+1409.3% | $97,295+1607.9% | $145,897+1038.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.36% | 244.76%-229.4pp | 75.62%-60.3pp | 552.29%-536.9pp |
| Employer contribution / active EE | $69,000 | $3,077+2142.3% | $2,723+2434.1% | $4,663+1379.9% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |