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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 | $520,033 | $197,625+163.1% | $177,840+192.4% | $158,966+227.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.21% | 58.76%-41.6pp | 48.32%-31.1pp | 302.95%-285.7pp |
| Employer contribution / active EE | $18,750 | $6,698+179.9% | $5,919+216.8% | $4,762+293.7% |
| Participant deferral / active EE | $18,682 | $8,405+122.3% | $7,714+142.2% | $5,983+212.2% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |