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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 | $1,689,074 | $109,904+1436.9% | $97,167+1638.3% | $145,959+1057.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 23.87% | 243.43%-219.6pp | 75.27%-51.4pp | 561.95%-538.1pp |
| Employer contribution / active EE | $1,200 | $3,084-61.1% | $2,729-56.0% | $4,661-74.3% |
| Participant deferral / active EE | $15,250 | $4,676+226.1% | $4,264+257.7% | $6,689+128.0% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |