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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 | $7,679,825 | $202,463+3693.2% | $169,397+4433.6% | $139,487+5405.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 34.66% | 532.64%-498.0pp | 406.23%-371.6pp | 373.84%-339.2pp |
| Employer contribution / active EE | $1,150 | $4,694-75.5% | $4,013-71.3% | $4,755-75.8% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |