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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 | $5,104,780 | $175,259+2812.7% | $149,723+3309.5% | $139,487+3559.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.11% | 166.82%-141.7pp | 134.50%-109.4pp | 373.84%-348.7pp |
| Employer contribution / active EE | $12,500 | $5,478+128.2% | $4,821+159.3% | $4,755+162.9% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $43 | $16,158-99.7% | $13,215-99.7% | $11,407-99.6% |