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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 | $1,809,314 | $97,732+1751.3% | $83,831+2058.3% | $135,380+1236.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 20.20% | 1287.56%-1267.4pp | 850.99%-830.8pp | 519.81%-499.6pp |
| Employer contribution / active EE | $99,864 | $4,222+2265.3% | $3,631+2650.2% | $4,779+1989.7% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |