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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 | $2,048,164 | $168,635+1114.6% | $147,617+1287.5% | $125,389+1533.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.23% | 77.65%-77.4pp | 61.98%-61.8pp | 282.24%-282.0pp |
| Employer contribution / active EE | $28,497 | $6,252+355.8% | $5,564+412.1% | $4,866+485.6% |
| Participant deferral / active EE | $16,000 | $5,507+190.5% | $4,895+226.8% | $5,352+199.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |