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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 | $414,993 | $165,361+151.0% | $149,715+177.2% | $158,950+161.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.60% | 348.24%-326.6pp | 276.66%-255.1pp | 302.91%-281.3pp |
| Employer contribution / active EE | $37,500 | $5,103+634.8% | $4,645+707.4% | $4,762+687.5% |
| Participant deferral / active EE | $19,500 | $7,182+171.5% | $6,842+185.0% | $5,983+225.9% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |