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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 | $5,905,425 | $69,274+8424.7% | $64,097+9113.3% | $139,487+4133.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.65% | 46.00%-30.4pp | 33.75%-18.1pp | 373.84%-358.2pp |
| Employer contribution / active EE | $73,500 | $3,187+2206.2% | $2,750+2572.8% | $4,755+1445.8% |
| Participant deferral / active EE | $0 | $4,685-100.0% | $3,881-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,407-100.0% |