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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 | $471,178 | $169,237+178.4% | $129,339+264.3% | $145,978+222.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.90% | 14364.43%-14350.5pp | 9437.05%-9423.1pp | 550.52%-536.6pp |
| Employer contribution / active EE | $15,625 | $5,540+182.0% | $4,154+276.1% | $4,662+235.2% |
| Participant deferral / active EE | $15,250 | $4,991+205.5% | $4,170+265.7% | $6,690+128.0% |
| Admin fee / account holder | $0 | $9,882-100.0% | $7,668-100.0% | $13,400-100.0% |