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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 | $616,057 | $100,895+510.6% | $90,430+581.3% | $158,950+287.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 25.56% | 1725.54%-1700.0pp | 1293.73%-1268.2pp | 302.91%-277.4pp |
| Employer contribution / active EE | $25,000 | $3,689+577.7% | $3,262+666.4% | $4,762+425.0% |
| Participant deferral / active EE | $19,500 | $4,347+348.6% | $3,963+392.1% | $5,983+225.9% |
| Admin fee / account holder | $20 | $6,505-99.7% | $5,613-99.6% | $11,248-99.8% |