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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 | $1,846,659 | $169,237+991.2% | $129,339+1327.8% | $145,978+1165.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.75% | 14364.43%-14354.7pp | 9437.05%-9427.3pp | 550.52%-540.8pp |
| Employer contribution / active EE | $46,000 | $5,540+730.3% | $4,154+1007.3% | $4,662+886.7% |
| Participant deferral / active EE | $30,500 | $4,991+511.1% | $4,170+631.4% | $6,690+355.9% |
| Admin fee / account holder | $0 | $9,882-100.0% | $7,668-100.0% | $13,400-100.0% |