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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 | $2,632,677 | $180,749+1356.5% | $160,784+1537.4% | $137,256+1818.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 25.24% | 2234.46%-2209.2pp | 1803.92%-1778.7pp | 220.34%-195.1pp |
| Employer contribution / active EE | $4,000 | $4,155-3.7% | $3,733+7.2% | $4,156-3.8% |
| Participant deferral / active EE | $14,907 | $6,844+117.8% | $6,293+136.9% | $6,407+132.7% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |