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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 | $2,242,968 | $227,597+885.5% | $189,575+1083.2% | $167,536+1238.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.71% | 78.44%-62.7pp | 64.19%-48.5pp | 478.82%-463.1pp |
| Employer contribution / active EE | $21,000 | $5,316+295.0% | $4,412+376.0% | $4,839+334.0% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |