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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 | $3,003,034 | $129,239+2223.6% | $93,419+3114.6% | $158,966+1789.1% |
| Participation rate | 100.0% | 70.9%+29.1pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 49.92% | 118.21%-68.3pp | 78.05%-28.1pp | 302.95%-253.0pp |
| Employer contribution / active EE | $0 | $2,711-100.0% | $2,075-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $3,909-100.0% | $3,126-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $7,383-100.0% | $5,230-100.0% | $11,250-100.0% |