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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 | $2,135,904 | $114,013+1773.4% | $103,693+1959.8% | $155,188+1276.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 9.78% | 49.31%-39.5pp | 47.61%-37.8pp | 148.84%-139.1pp |
| Employer contribution / active EE | $57,000 | $3,131+1720.4% | $2,920+1851.8% | $4,248+1241.9% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |