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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 | $501,393 | $162,812+208.0% | $133,971+274.3% | $158,966+215.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 29.27% | 41.94%-12.7pp | 45.09%-15.8pp | 302.95%-273.7pp |
| Employer contribution / active EE | $25,750 | $4,976+417.5% | $3,919+557.1% | $4,762+440.7% |
| Participant deferral / active EE | $22,750 | $5,910+284.9% | $5,047+350.8% | $5,983+280.2% |
| Admin fee / account holder | $20 | $11,741-99.8% | $8,929-99.8% | $11,250-99.8% |