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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 | $5,949,306 | $114,119+5113.2% | $107,187+5450.4% | $138,895+4183.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 12.79% | 273.21%-260.4pp | 204.55%-191.8pp | 145.39%-132.6pp |
| Employer contribution / active EE | $507,000 | $4,059+12391.5% | $3,782+13304.8% | $4,194+11988.0% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $10 | $10,024-99.9% | $9,162-99.9% | $12,562-99.9% |