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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 | $1,899,037 | $197,625+860.9% | $177,840+967.8% | $158,966+1094.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 44.05% | 58.76%-14.7pp | 48.32%-4.3pp | 302.95%-258.9pp |
| Employer contribution / active EE | $27,250 | $6,698+306.8% | $5,919+360.4% | $4,762+472.2% |
| Participant deferral / active EE | $13,000 | $8,405+54.7% | $7,714+68.5% | $5,983+117.3% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |