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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 | $1,809,523 | $173,526+942.8% | $136,072+1229.8% | $145,884+1140.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 17.63% | 1167.12%-1149.5pp | 580.46%-562.8pp | 551.85%-534.2pp |
| Employer contribution / active EE | $1,740 | $5,285-67.1% | $4,216-58.7% | $4,662-62.7% |
| Participant deferral / active EE | $20,333 | $8,711+133.4% | $7,028+189.3% | $6,690+204.0% |
| Admin fee / account holder | $0 | $9,665-100.0% | $6,718-100.0% | $13,392-100.0% |