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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 | $454,465 | $105,160+332.2% | $94,679+380.0% | $139,456+225.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 23.30% | 38.04%-14.7pp | 156.75%-133.5pp | 373.45%-350.1pp |
| Employer contribution / active EE | $12,750 | $4,107+210.5% | $3,673+247.2% | $4,753+168.3% |
| Participant deferral / active EE | $25,500 | $7,599+235.6% | $7,417+243.8% | $6,711+280.0% |
| Admin fee / account holder | $0 | $8,988-100.0% | $7,233-100.0% | $11,407-100.0% |