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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 | $544,832 | $149,040+265.6% | $120,225+353.2% | $137,256+296.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.40% | 605.68%-590.3pp | 439.23%-423.8pp | 220.34%-204.9pp |
| Employer contribution / active EE | $58,750 | $4,350+1250.5% | $3,475+1590.4% | $4,156+1313.6% |
| Participant deferral / active EE | $15,000 | $4,655+222.3% | $3,999+275.1% | $6,407+134.1% |
| Admin fee / account holder | $231 | $6,348-96.4% | $5,696-95.9% | $12,270-98.1% |