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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 | $1,317,258 | $109,411+1104.0% | $89,435+1372.9% | $158,982+728.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 16.98% | 345.68%-328.7pp | 245.55%-228.6pp | 302.99%-286.0pp |
| Employer contribution / active EE | $11,200 | $3,173+253.0% | $2,587+332.9% | $4,763+135.2% |
| Participant deferral / active EE | $21,667 | $4,600+371.0% | $3,890+456.9% | $5,983+262.1% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |