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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 | $154,754+1310.8% | $124,206+1657.7% | $138,895+1471.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 11.16% | 709.28%-698.1pp | 515.27%-504.1pp | 145.39%-134.2pp |
| Employer contribution / active EE | $23,693 | $4,446+432.9% | $3,540+569.3% | $4,194+464.9% |
| Participant deferral / active EE | $24,735 | $4,621+435.3% | $3,968+523.4% | $6,396+286.7% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |