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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 | $1,853,137 | $148,558+1147.4% | $135,925+1263.4% | $139,427+1229.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.12% | 79.22%-56.1pp | 68.25%-45.1pp | 373.27%-350.2pp |
| Employer contribution / active EE | $35,000 | $5,244+567.4% | $4,857+620.6% | $4,752+636.6% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $250 | $12,401-98.0% | $10,764-97.7% | $11,404-97.8% |