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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 | $1,904,521 | $166,131+1046.4% | $164,975+1054.4% | $145,877+1205.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.97% | 100.37%-80.4pp | 70.12%-50.1pp | 551.28%-531.3pp |
| Employer contribution / active EE | $35,491 | $5,276+572.7% | $4,343+717.3% | $4,663+661.1% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $40 | $16,648-99.8% | $12,688-99.7% | $13,402-99.7% |