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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 | $477,713 | $155,840+206.5% | $124,694+283.1% | $167,553+185.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 19.41% | 17.98%+1.4pp | 5144.82%-5125.4pp | 478.89%-459.5pp |
| Employer contribution / active EE | $2,500 | $4,165-40.0% | $3,325-24.8% | $4,840-48.3% |
| Participant deferral / active EE | $6,250 | $5,675+10.1% | $4,615+35.4% | $6,343-1.5% |
| Admin fee / account holder | $0 | $9,536-100.0% | $7,495-100.0% | $12,316-100.0% |