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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 | $405,980 | $73,546+452.0% | $63,018+544.2% | $147,586+175.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.82% | 175.56%-164.7pp | 87.62%-76.8pp | 578.59%-567.8pp |
| Employer contribution / active EE | $27,490 | $3,324+727.1% | $2,761+895.8% | $4,876+463.7% |
| Participant deferral / active EE | $15,000 | $4,185+258.5% | $3,330+350.5% | $5,439+175.8% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |