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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 | $176,071+180.4% | $159,450+209.7% | $167,497+194.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.35% | 331.79%-314.4pp | 263.60%-246.2pp | 478.62%-461.3pp |
| Employer contribution / active EE | $48,333 | $5,298+812.4% | $4,830+900.7% | $4,838+899.1% |
| Participant deferral / active EE | $3,250 | $7,750-58.1% | $7,352-55.8% | $6,341-48.7% |
| Admin fee / account holder | $0 | $12,555-100.0% | $10,800-100.0% | $12,310-100.0% |