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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 | $461,952 | $160,040+188.6% | $147,096+214.0% | $145,877+216.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.19% | 98.49%-79.3pp | 419.75%-400.6pp | 551.28%-532.1pp |
| Employer contribution / active EE | $50,750 | $5,289+859.5% | $4,936+928.2% | $4,663+988.4% |
| Participant deferral / active EE | $30,500 | $8,429+261.9% | $8,071+277.9% | $6,691+355.9% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |