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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 | $1,574,799 | $185,199+750.3% | $142,874+1002.2% | $167,518+840.1% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 10.60% | 8556.90%-8546.3pp | 5638.58%-5628.0pp | 478.71%-468.1pp |
| Employer contribution / active EE | $29,560 | $5,606+427.3% | $4,145+613.2% | $4,838+510.9% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,561-100.0% | $12,312-100.0% |