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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 | $496,903 | $90,489+449.1% | $76,051+553.4% | $145,978+240.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 44.73% | 622.78%-578.0pp | 360.42%-315.7pp | 550.52%-505.8pp |
| Employer contribution / active EE | $17,500 | $3,319+427.2% | $2,690+550.6% | $4,662+275.4% |
| Participant deferral / active EE | $25,864 | $5,164+400.8% | $4,257+507.5% | $6,690+286.6% |
| Admin fee / account holder | -$9 | $8,374-100.1% | $6,416-100.1% | $13,400-100.1% |