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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 | $117,895+466.7% | $102,460+552.1% | $145,897+357.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.86% | 31.92%-17.1pp | 29.47%-14.6pp | 552.29%-537.4pp |
| Employer contribution / active EE | $20,000 | $3,619+452.7% | $3,025+561.1% | $4,663+328.9% |
| Participant deferral / active EE | $30,000 | $5,736+423.0% | $5,056+493.3% | $6,689+348.5% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |