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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 | $118,854+211.7% | $96,565+283.6% | $167,497+121.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.90% | 50.49%-33.6pp | 37.78%-20.9pp | 478.62%-461.7pp |
| Employer contribution / active EE | $37,500 | $3,119+1102.2% | $2,356+1491.4% | $4,838+675.1% |
| Participant deferral / active EE | $24,175 | $4,615+423.8% | $3,848+528.2% | $6,341+281.2% |
| Admin fee / account holder | $5 | $8,065-99.9% | $6,181-99.9% | $12,310-100.0% |