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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 | $493,738 | $176,120+180.3% | $159,487+209.6% | $167,553+194.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.35% | 331.95%-314.6pp | 263.71%-246.4pp | 478.89%-461.5pp |
| Employer contribution / active EE | $48,333 | $5,299+812.1% | $4,831+900.4% | $4,840+898.7% |
| Participant deferral / active EE | $3,250 | $7,752-58.1% | $7,354-55.8% | $6,343-48.8% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |