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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 | $560,571 | $180,749+210.1% | $160,784+248.6% | $137,256+308.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.23% | 2234.46%-2218.2pp | 1803.92%-1787.7pp | 220.34%-204.1pp |
| Employer contribution / active EE | $4,890 | $4,155+17.7% | $3,733+31.0% | $4,156+17.7% |
| Participant deferral / active EE | $15,500 | $6,844+126.5% | $6,293+146.3% | $6,407+141.9% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |