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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 | $6,219,463 | $209,422+2869.8% | $178,503+3384.2% | $158,982+3812.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 84.81% | 188.81%-104.0pp | 151.12%-66.3pp | 302.99%-218.2pp |
| Employer contribution / active EE | $57,000 | $5,707+898.8% | $5,011+1037.5% | $4,763+1096.8% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $172 | $17,079-99.0% | $13,987-98.8% | $11,252-98.5% |