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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 | $3,845,432 | $90,691+4140.1% | $76,119+4951.9% | $145,884+2536.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 30.04% | 624.52%-594.5pp | 361.25%-331.2pp | 551.85%-521.8pp |
| Employer contribution / active EE | $3,325 | $3,329-0.1% | $2,693+23.5% | $4,662-28.7% |
| Participant deferral / active EE | $28,000 | $5,167+441.9% | $4,259+557.4% | $6,690+318.6% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |