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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 | $3,906,660 | $102,595+3707.9% | $94,057+4053.5% | $154,746+2424.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 16.46% | 583.42%-567.0pp | 480.62%-464.2pp | 172.34%-155.9pp |
| Employer contribution / active EE | $46,500 | $3,147+1377.5% | $2,933+1485.4% | $4,379+961.9% |
| Participant deferral / active EE | $31,000 | $5,118+505.7% | $4,709+558.3% | $6,730+360.6% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |