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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 | $668,136 | $117,829+467.0% | $102,423+552.3% | $145,877+358.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.86% | 31.83%-17.0pp | 29.42%-14.6pp | 551.28%-536.4pp |
| Employer contribution / active EE | $20,000 | $3,615+453.3% | $3,023+561.6% | $4,663+328.9% |
| Participant deferral / active EE | $30,000 | $5,732+423.3% | $5,054+493.6% | $6,691+348.4% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |