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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 | $776,312 | $175,259+343.0% | $149,723+418.5% | $139,487+456.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 54.50% | 166.82%-112.3pp | 134.50%-80.0pp | 373.84%-319.3pp |
| Employer contribution / active EE | $26,250 | $5,478+379.2% | $4,821+444.5% | $4,755+452.1% |
| Participant deferral / active EE | $15,000 | $6,522+130.0% | $5,682+164.0% | $6,713+123.5% |
| Admin fee / account holder | $9 | $16,158-99.9% | $13,215-99.9% | $11,407-99.9% |