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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 | $415,465 | $180,749+129.9% | $160,784+158.4% | $137,256+202.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.41% | 2234.46%-2219.0pp | 1803.92%-1788.5pp | 220.34%-204.9pp |
| Employer contribution / active EE | $4,750 | $4,155+14.3% | $3,733+27.3% | $4,156+14.3% |
| Participant deferral / active EE | $20,250 | $6,844+195.9% | $6,293+221.8% | $6,407+216.1% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |