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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 | $580,466 | $102,638+465.5% | $81,991+608.0% | $158,966+265.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 22.25% | 61.05%-38.8pp | 41.31%-19.1pp | 302.95%-280.7pp |
| Employer contribution / active EE | $31,410 | $3,241+869.2% | $2,498+1157.2% | $4,762+559.5% |
| Participant deferral / active EE | $22,750 | $4,649+389.3% | $3,722+511.2% | $5,983+280.2% |
| Admin fee / account holder | $20 | $8,237-99.8% | $5,665-99.6% | $11,250-99.8% |