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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 | $571,531 | $171,492+233.3% | $150,734+279.2% | $198,609+187.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 7.93% | 804.70%-796.8pp | 600.81%-592.9pp | 202.70%-194.8pp |
| Employer contribution / active EE | $15,000 | $5,470+174.2% | $4,918+205.0% | $5,055+196.7% |
| Participant deferral / active EE | $10,000 | $6,259+59.8% | $5,610+78.3% | $6,977+43.3% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |