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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 | $2,003,033 | $118,919+1584.4% | $88,538+2162.4% | $152,885+1210.2% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.5%+17.5pp |
| Annual return | 110.17% | 47.92%+62.3pp | 43.64%+66.5pp | 345.39%-235.2pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,098-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $3,549-100.0% | $2,914-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $5,876-100.0% | $4,310-100.0% | $11,598-100.0% |