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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 | $500,732 | $176,105+184.3% | $159,474+214.0% | $167,536+198.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 26.84% | 331.91%-305.1pp | 263.68%-236.8pp | 478.82%-452.0pp |
| Employer contribution / active EE | $38,500 | $5,299+626.6% | $4,831+697.0% | $4,839+695.6% |
| Participant deferral / active EE | $22,750 | $7,751+193.5% | $7,353+209.4% | $6,342+258.7% |
| Admin fee / account holder | $15 | $12,559-99.9% | $10,802-99.9% | $12,315-99.9% |