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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 | $1,429,722 | $103,000+1288.1% | $90,300+1483.3% | $152,885+835.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 17.11% | 95.19%-78.1pp | 78.11%-61.0pp | 345.39%-328.3pp |
| Employer contribution / active EE | $56,000 | $3,138+1684.3% | $2,854+1862.1% | $4,763+1075.7% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $127 | $6,173-97.9% | $5,353-97.6% | $11,598-98.9% |