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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 | $2,070,030 | $124,336+1564.9% | $111,303+1759.8% | $167,518+1135.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 41.87% | 37.45%+4.4pp | 54.66%-12.8pp | 478.71%-436.8pp |
| Employer contribution / active EE | $27,312 | $3,436+694.8% | $2,731+899.9% | $4,838+464.5% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,312-100.0% |