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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 | $3,501,467 | $169,361+1967.5% | $129,397+2606.0% | $145,877+2300.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.32% | 14395.54%-14387.2pp | 9453.98%-9445.7pp | 551.28%-543.0pp |
| Employer contribution / active EE | $67,804 | $5,542+1123.5% | $4,154+1532.1% | $4,663+1354.1% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |