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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 | $934,348 | $215,361+333.9% | $171,082+446.1% | $273,972+241.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 150.06% | 25.14%+124.9pp | 32.56%+117.5pp | 41.46%+108.6pp |
| Employer contribution / active EE | $8,750 | $4,967+76.2% | $4,002+118.6% | $4,869+79.7% |
| Participant deferral / active EE | $18,000 | $5,543+224.7% | $4,797+275.2% | $5,287+240.4% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |