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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 | $90,691+447.9% | $76,119+552.8% | $145,884+240.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 44.73% | 624.52%-579.8pp | 361.25%-316.5pp | 551.85%-507.1pp |
| Employer contribution / active EE | $17,500 | $3,329+425.7% | $2,693+549.9% | $4,662+275.4% |
| Participant deferral / active EE | $25,864 | $5,167+400.5% | $4,259+507.2% | $6,690+286.6% |
| Admin fee / account holder | -$9 | $8,383-100.1% | $6,421-100.1% | $13,392-100.1% |