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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 | $2,395,251 | $226,135+959.2% | $182,558+1212.1% | $152,909+1466.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 14.54% | 192.60%-178.1pp | 148.59%-134.1pp | 345.46%-330.9pp |
| Employer contribution / active EE | $37,000 | $4,979+643.1% | $4,076+807.7% | $4,764+676.7% |
| Participant deferral / active EE | $23,000 | $6,371+261.0% | $5,526+316.2% | $5,851+293.1% |
| Admin fee / account holder | $89 | $10,707-99.2% | $8,594-99.0% | $11,601-99.2% |