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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 | $1,448,389 | $112,933+1182.5% | $90,970+1492.2% | $158,982+811.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 5.33% | 215.82%-210.5pp | 134.60%-129.3pp | 302.99%-297.7pp |
| Employer contribution / active EE | $33,225 | $2,893+1048.3% | $2,122+1465.9% | $4,763+597.6% |
| Participant deferral / active EE | $26,000 | $4,128+529.9% | $3,373+670.9% | $5,983+334.5% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |