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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 | $295,391 | $72,071+309.9% | $68,368+332.1% | $137,256+115.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.46% | 353.14%-336.7pp | 292.57%-276.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $39,075 | $2,788+1301.6% | $2,649+1375.1% | $4,156+840.2% |
| Participant deferral / active EE | $2,250 | $4,410-49.0% | $4,123-45.4% | $6,407-64.9% |
| Admin fee / account holder | $20 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |