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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 | $585,965 | $208,088+181.6% | $186,193+214.7% | $154,746+278.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 14.29% | 89.97%-75.7pp | 78.03%-63.7pp | 172.34%-158.0pp |
| Employer contribution / active EE | $21,250 | $4,340+389.6% | $3,918+442.3% | $4,379+385.3% |
| Participant deferral / active EE | $25,000 | $7,078+253.2% | $6,513+283.8% | $6,730+271.5% |
| Admin fee / account holder | $5 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |