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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 | $6,019,104 | $183,516+3179.9% | $155,534+3769.9% | $145,884+4026.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.52% | 61.43%-43.9pp | 64.92%-47.4pp | 551.85%-534.3pp |
| Employer contribution / active EE | $39,900 | $5,315+650.8% | $4,675+753.5% | $4,662+755.8% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $20 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |