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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 | $5,075,321 | $227,597+2130.0% | $189,575+2577.2% | $167,536+2929.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 20.99% | 78.44%-57.5pp | 64.19%-43.2pp | 478.82%-457.8pp |
| Employer contribution / active EE | $1,275 | $5,316-76.0% | $4,412-71.1% | $4,839-73.7% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |