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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 | $154,754+252.1% | $124,206+338.7% | $138,895+292.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 15.40% | 709.28%-693.9pp | 515.27%-499.9pp | 145.39%-130.0pp |
| Employer contribution / active EE | $58,750 | $4,446+1221.3% | $3,540+1559.5% | $4,194+1300.7% |
| Participant deferral / active EE | $15,000 | $4,621+224.6% | $3,968+278.1% | $6,396+134.5% |
| Admin fee / account holder | $231 | $6,690-96.5% | $5,929-96.1% | $12,562-98.2% |