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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 | $3,902,374 | $160,040+2338.4% | $147,096+2552.9% | $145,877+2575.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 78.53% | 98.49%-20.0pp | 419.75%-341.2pp | 551.28%-472.7pp |
| Employer contribution / active EE | $20,856 | $5,289+294.3% | $4,936+322.5% | $4,663+347.3% |
| Participant deferral / active EE | $20,000 | $8,429+137.3% | $8,071+147.8% | $6,691+198.9% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |