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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 | $5,109,791 | $81,696+6154.6% | $70,494+7148.6% | $158,982+3114.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 6.73% | 208.70%-202.0pp | 109.16%-102.4pp | 302.99%-296.3pp |
| Employer contribution / active EE | $57,000 | $3,220+1670.3% | $2,738+1981.7% | $4,763+1096.8% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,711-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,200-100.0% | $3,848-100.0% | $11,252-100.0% |