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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 | $264,141 | $112,933+133.9% | $90,970+190.4% | $158,982+66.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 20.53% | 215.82%-195.3pp | 134.60%-114.1pp | 302.99%-282.5pp |
| Employer contribution / active EE | $28,750 | $2,893+893.7% | $2,122+1255.0% | $4,763+503.6% |
| Participant deferral / active EE | $14,550 | $4,128+252.5% | $3,373+331.4% | $5,983+143.2% |
| Admin fee / account holder | $20 | $8,047-99.8% | $5,961-99.7% | $11,252-99.8% |