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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 | $1,391,196 | $88,710+1468.2% | $81,783+1601.1% | $145,959+853.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.71% | 1027.26%-1011.5pp | 775.05%-759.3pp | 561.95%-546.2pp |
| Employer contribution / active EE | $30,500 | $3,083+889.2% | $2,913+947.2% | $4,661+554.4% |
| Participant deferral / active EE | $30,500 | $4,645+556.6% | $4,320+606.0% | $6,689+356.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |