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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 | $363,319 | $102,595+254.1% | $94,057+286.3% | $154,746+134.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 19.01% | 583.42%-564.4pp | 480.62%-461.6pp | 172.34%-153.3pp |
| Employer contribution / active EE | $45,500 | $3,147+1345.7% | $2,933+1451.3% | $4,379+939.0% |
| Participant deferral / active EE | $23,500 | $5,118+359.1% | $4,709+399.0% | $6,730+249.2% |
| Admin fee / account holder | $120 | $7,736-98.4% | $7,244-98.3% | $14,365-99.2% |