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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 | $370,467 | $118,875+211.6% | $96,572+283.6% | $167,553+121.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.90% | 50.50%-33.6pp | 37.79%-20.9pp | 478.89%-462.0pp |
| Employer contribution / active EE | $37,500 | $3,121+1101.5% | $2,357+1490.8% | $4,840+674.9% |
| Participant deferral / active EE | $24,175 | $4,617+423.6% | $3,850+528.0% | $6,343+281.2% |
| Admin fee / account holder | $5 | $8,070-99.9% | $6,183-99.9% | $12,316-100.0% |