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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 | $447,292 | $185,225+141.5% | $142,898+213.0% | $167,536+167.0% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 7.16% | 8558.12%-8551.0pp | 5639.64%-5632.5pp | 478.82%-471.7pp |
| Employer contribution / active EE | $20,250 | $5,607+261.2% | $4,146+388.5% | $4,839+318.5% |
| Participant deferral / active EE | $14,000 | $4,496+211.4% | $3,838+264.7% | $6,342+120.7% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,315-100.0% |