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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 | $731,372 | $201,372+263.2% | $184,260+296.9% | $145,884+401.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 74.49% | 29.04%+45.4pp | 28.84%+45.6pp | 551.85%-477.4pp |
| Employer contribution / active EE | $13,500 | $7,024+92.2% | $6,427+110.0% | $4,662+189.6% |
| Participant deferral / active EE | $28,000 | $9,808+185.5% | $9,133+206.6% | $6,690+318.6% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |