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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 | $305,277 | $114,119+167.5% | $107,187+184.8% | $138,895+119.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 29.59% | 273.21%-243.6pp | 204.55%-175.0pp | 145.39%-115.8pp |
| Employer contribution / active EE | $25,000 | $4,059+516.0% | $3,782+561.0% | $4,194+496.1% |
| Participant deferral / active EE | $23,000 | $5,538+315.3% | $5,096+351.3% | $6,396+259.6% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |