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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 | $455,214 | $103,008+341.9% | $90,304+404.1% | $152,897+197.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 27.51% | 95.22%-67.7pp | 78.13%-50.6pp | 345.43%-317.9pp |
| Employer contribution / active EE | $23,375 | $3,139+644.6% | $2,855+718.8% | $4,764+390.7% |
| Participant deferral / active EE | $17,000 | $4,281+297.1% | $3,885+337.6% | $5,851+190.5% |
| Admin fee / account holder | $20 | $6,175-99.7% | $5,354-99.6% | $11,599-99.8% |