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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 | $1,922,611 | $99,921+1824.1% | $85,009+2161.7% | $145,959+1217.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 161.05% | 83.89%+77.2pp | 66.47%+94.6pp | 561.95%-400.9pp |
| Employer contribution / active EE | $11,546 | $3,233+257.1% | $2,728+323.2% | $4,661+147.7% |
| Participant deferral / active EE | $25,250 | $5,293+377.1% | $4,522+458.4% | $6,689+277.5% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |