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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 | $575,845 | $108,942+428.6% | $100,415+473.5% | $145,897+294.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.14% | 58.27%-39.1pp | 49.47%-30.3pp | 552.29%-533.1pp |
| Employer contribution / active EE | $13,750 | $4,422+210.9% | $3,943+248.7% | $4,663+194.9% |
| Participant deferral / active EE | $27,500 | $8,461+225.0% | $8,091+239.9% | $6,689+311.1% |
| Admin fee / account holder | $5 | $9,702-99.9% | $7,906-99.9% | $13,390-100.0% |