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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 | $2,752,561 | $92,684+2869.8% | $82,706+3228.1% | $134,509+1946.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 7.33% | 945.84%-938.5pp | 701.76%-694.4pp | 418.13%-410.8pp |
| Employer contribution / active EE | $39,940 | $3,272+1120.8% | $3,007+1228.0% | $4,741+742.5% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |