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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 | $3,204,388 | $166,131+1828.8% | $164,975+1842.4% | $145,877+2096.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 45.10% | 100.37%-55.3pp | 70.12%-25.0pp | 551.28%-506.2pp |
| Employer contribution / active EE | $28,250 | $5,276+435.5% | $4,343+550.5% | $4,663+505.8% |
| Participant deferral / active EE | $30,500 | $6,962+338.1% | $6,033+405.5% | $6,691+355.9% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |