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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 | $1,884,600 | $102,595+1736.9% | $94,057+1903.7% | $154,746+1117.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.23% | 583.42%-569.2pp | 480.62%-466.4pp | 172.34%-158.1pp |
| Employer contribution / active EE | $46,872 | $3,147+1389.3% | $2,933+1498.0% | $4,379+970.4% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |