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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 | $386,369 | $75,935+408.8% | $60,547+538.1% | $125,389+208.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 16.96% | -5.38%+22.3pp | 335.64%-318.7pp | 282.24%-265.3pp |
| Employer contribution / active EE | $18,750 | $3,438+445.4% | $2,419+675.0% | $4,866+285.3% |
| Participant deferral / active EE | $18,000 | $4,506+299.4% | $3,328+440.9% | $5,352+236.3% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |