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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 | $3,347,151 | $100,139+3242.5% | $85,187+3829.2% | $145,884+2194.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 28.15% | 84.15%-56.0pp | 66.67%-38.5pp | 551.85%-523.7pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $25 | $7,262-99.7% | $6,162-99.6% | $13,392-99.8% |