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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 | $499,851 | $175,231+185.3% | $149,696+233.9% | $139,466+258.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.77% | 166.77%-148.0pp | 134.46%-115.7pp | 373.66%-354.9pp |
| Employer contribution / active EE | $40,500 | $5,478+639.3% | $4,821+740.1% | $4,754+751.9% |
| Participant deferral / active EE | $26,250 | $6,521+302.5% | $5,682+362.0% | $6,712+291.1% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |