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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 | $291,186 | $107,941+169.8% | $91,994+216.5% | $152,897+90.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 25.75% | 89.28%-63.5pp | 69.04%-43.3pp | 345.43%-319.7pp |
| Employer contribution / active EE | $20,500 | $4,212+386.8% | $3,453+493.7% | $4,764+330.4% |
| Participant deferral / active EE | $19,000 | $6,366+198.5% | $5,924+220.7% | $5,851+224.7% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |