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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 | $1,745,458 | $234,190+645.3% | $180,320+868.0% | $198,609+778.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 6.56% | 1057.44%-1050.9pp | 778.54%-772.0pp | 202.70%-196.1pp |
| Employer contribution / active EE | $50,600 | $5,258+862.4% | $4,108+1131.9% | $5,055+900.9% |
| Participant deferral / active EE | $0 | $4,988-100.0% | $4,304-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $12,558-100.0% | $10,000-100.0% | $19,030-100.0% |