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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 | $2,183,205 | $149,040+1364.8% | $120,225+1715.9% | $137,256+1490.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 11.16% | 605.68%-594.5pp | 439.23%-428.1pp | 220.34%-209.2pp |
| Employer contribution / active EE | $23,693 | $4,350+444.6% | $3,475+581.7% | $4,156+470.1% |
| Participant deferral / active EE | $24,735 | $4,655+431.4% | $3,999+518.6% | $6,407+286.1% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |