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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 | $412,854 | $114,119+261.8% | $107,187+285.2% | $138,895+197.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 77.89% | 273.21%-195.3pp | 204.55%-126.7pp | 145.39%-67.5pp |
| Employer contribution / active EE | $14,400 | $4,059+254.8% | $3,782+280.7% | $4,194+243.3% |
| Participant deferral / active EE | $30,000 | $5,538+441.7% | $5,096+488.7% | $6,396+369.0% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |