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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 | $105,145+332.2% | $94,664+380.1% | $139,466+225.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 23.30% | 38.09%-14.8pp | 156.84%-133.5pp | 373.66%-350.4pp |
| Employer contribution / active EE | $12,750 | $4,107+210.4% | $3,673+247.1% | $4,754+168.2% |
| Participant deferral / active EE | $25,500 | $7,599+235.6% | $7,417+243.8% | $6,712+279.9% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |