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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 | $1,790,957 | $156,963+1041.0% | $121,204+1377.6% | $139,466+1184.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.85% | 1476.75%-1463.9pp | 987.18%-974.3pp | 373.66%-360.8pp |
| Employer contribution / active EE | $23,315 | $5,544+320.5% | $4,170+459.1% | $4,754+390.4% |
| Participant deferral / active EE | $15,000 | $4,848+209.4% | $4,083+267.4% | $6,712+123.5% |
| Admin fee / account holder | $94 | $6,953-98.6% | $5,651-98.3% | $11,409-99.2% |