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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 | $1,672,092 | $117,829+1319.1% | $102,423+1532.5% | $145,877+1046.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.44% | 31.83%-21.4pp | 29.42%-19.0pp | 551.28%-540.8pp |
| Employer contribution / active EE | $36,000 | $3,615+896.0% | $3,023+1090.9% | $4,663+672.0% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |