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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 | $2,682,620 | $96,691+2674.4% | $86,656+2995.7% | $139,487+1823.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.20% | 106.87%-93.7pp | 593.09%-579.9pp | 373.84%-360.6pp |
| Employer contribution / active EE | $55,000 | $3,267+1583.6% | $3,025+1717.9% | $4,755+1056.8% |
| Participant deferral / active EE | $11,000 | $4,838+127.4% | $4,439+147.8% | $6,713+63.9% |
| Admin fee / account holder | $60 | $6,414-99.1% | $5,619-98.9% | $11,407-99.5% |