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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 | $1,671,426 | $150,442+1011.0% | $136,295+1126.3% | $147,585+1032.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.87% | 1049.09%-1032.2pp | 5155.97%-5139.1pp | 578.56%-561.7pp |
| Employer contribution / active EE | $13,768 | $5,256+161.9% | $4,695+193.2% | $4,876+182.3% |
| Participant deferral / active EE | $11,074 | $6,630+67.0% | $6,247+77.3% | $5,439+103.6% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |