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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 | $2,676,503 | $90,486+2857.9% | $78,676+3301.9% | $273,972+876.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.16% | 75.62%-71.5pp | 62.19%-58.0pp | 41.46%-37.3pp |
| Employer contribution / active EE | $29,000 | $3,175+813.4% | $2,850+917.5% | $4,869+495.6% |
| Participant deferral / active EE | $24,000 | $3,901+515.2% | $3,517+582.4% | $5,287+353.9% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |