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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 | $444,854 | $217,432+104.6% | $185,849+139.4% | $167,536+165.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.05% | 148.42%-133.4pp | 122.10%-107.0pp | 478.82%-463.8pp |
| Employer contribution / active EE | $20,750 | $5,875+253.2% | $5,169+301.5% | $4,839+328.8% |
| Participant deferral / active EE | $13,000 | $6,357+104.5% | $5,569+133.4% | $6,342+105.0% |
| Admin fee / account holder | $68 | $19,818-99.7% | $16,244-99.6% | $12,315-99.4% |