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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 | $1,236,899 | $102,978+1101.1% | $90,287+1270.0% | $152,870+709.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 26.09% | 95.17%-69.1pp | 78.10%-52.0pp | 345.34%-319.3pp |
| Employer contribution / active EE | $23,774 | $3,139+657.4% | $2,855+732.9% | $4,763+399.2% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,597-100.0% |