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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 | $1,682,723 | $69,248+2330.0% | $64,101+2525.1% | $139,466+1106.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.97% | 45.95%-33.0pp | 33.72%-20.8pp | 373.66%-360.7pp |
| Employer contribution / active EE | $33,000 | $3,185+936.2% | $2,749+1100.6% | $4,754+594.2% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,881-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |