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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 | $550,033 | $160,028+243.7% | $147,080+274.0% | $145,884+277.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.57% | 98.60%-87.0pp | 420.17%-408.6pp | 551.85%-540.3pp |
| Employer contribution / active EE | $25,500 | $5,286+382.4% | $4,933+416.9% | $4,662+446.9% |
| Participant deferral / active EE | $16,415 | $8,422+94.9% | $8,066+103.5% | $6,690+145.4% |
| Admin fee / account holder | $20 | $15,030-99.9% | $12,989-99.8% | $13,392-99.9% |