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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 | $1,045,653 | $88,710+1078.7% | $81,783+1178.6% | $145,959+616.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.73% | 1027.26%-1013.5pp | 775.05%-761.3pp | 561.95%-548.2pp |
| Employer contribution / active EE | $30,000 | $3,083+873.0% | $2,913+930.0% | $4,661+543.7% |
| Participant deferral / active EE | $30,000 | $4,645+545.9% | $4,320+594.4% | $6,689+348.5% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |