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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 | $307,911 | $107,363+186.8% | $92,909+231.4% | $152,897+101.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.74% | 145.63%-124.9pp | 109.44%-88.7pp | 345.43%-324.7pp |
| Employer contribution / active EE | $23,333 | $4,222+452.7% | $3,653+538.7% | $4,764+389.8% |
| Participant deferral / active EE | $22,667 | $4,848+367.6% | $4,238+434.8% | $5,851+287.4% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |