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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 | $1,847,879 | $96,691+1811.1% | $86,656+2032.4% | $139,487+1224.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.18% | 106.87%-93.7pp | 593.09%-579.9pp | 373.84%-360.7pp |
| Employer contribution / active EE | $26,000 | $3,267+695.9% | $3,025+759.4% | $4,755+446.8% |
| Participant deferral / active EE | $24,000 | $4,838+396.1% | $4,439+440.6% | $6,713+257.5% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |