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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 | $436,527 | $185,905+134.8% | $170,057+156.7% | $139,487+213.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 29.44% | 60.56%-31.1pp | 53.42%-24.0pp | 373.84%-344.4pp |
| Employer contribution / active EE | $6,750 | $7,597-11.2% | $6,790-0.6% | $4,755+42.0% |
| Participant deferral / active EE | $22,500 | $11,627+93.5% | $10,411+116.1% | $6,713+235.2% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |