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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 | $3,947,141 | $73,546+5266.9% | $63,018+6163.5% | $147,586+2574.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.66% | 175.56%-158.9pp | 87.62%-71.0pp | 578.59%-561.9pp |
| Employer contribution / active EE | $54,000 | $3,324+1524.6% | $2,761+1856.0% | $4,876+1007.4% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |