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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 | $1,737,143 | $107,941+1509.3% | $91,994+1788.3% | $152,897+1036.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 36.43% | 89.28%-52.9pp | 69.04%-32.6pp | 345.43%-309.0pp |
| Employer contribution / active EE | $28,000 | $4,212+564.8% | $3,453+711.0% | $4,764+487.8% |
| Participant deferral / active EE | $3,000 | $6,366-52.9% | $5,924-49.4% | $5,851-48.7% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |