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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 | $2,362,550 | $155,840+1416.0% | $124,694+1794.7% | $167,553+1310.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 16.08% | 17.98%-1.9pp | 5144.82%-5128.7pp | 478.89%-462.8pp |
| Employer contribution / active EE | $17,114 | $4,165+310.9% | $3,325+414.8% | $4,840+253.6% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $9,536-100.0% | $7,495-100.0% | $12,316-100.0% |