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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 | $485,034 | $162,529+198.4% | $130,788+270.9% | $154,746+213.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 18.25% | 510.48%-492.2pp | 386.44%-368.2pp | 172.34%-154.1pp |
| Employer contribution / active EE | $25,413 | $4,447+471.4% | $3,558+614.3% | $4,379+480.3% |
| Participant deferral / active EE | $21,250 | $4,808+341.9% | $4,137+413.6% | $6,730+215.7% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |