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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 | $485,479 | $109,411+343.7% | $89,435+442.8% | $158,982+205.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.50% | 345.68%-332.2pp | 245.55%-232.1pp | 302.99%-289.5pp |
| Employer contribution / active EE | $48,333 | $3,173+1423.4% | $2,587+1768.2% | $4,763+914.8% |
| Participant deferral / active EE | $13,000 | $4,600+182.6% | $3,890+234.2% | $5,983+117.3% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |