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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 | $990,359 | $202,463+389.2% | $169,397+484.6% | $139,487+610.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 20.53% | 532.64%-512.1pp | 406.23%-385.7pp | 373.84%-353.3pp |
| Employer contribution / active EE | $43,500 | $4,694+826.7% | $4,013+984.0% | $4,755+814.9% |
| Participant deferral / active EE | $30,000 | $6,941+332.2% | $6,223+382.1% | $6,713+346.9% |
| Admin fee / account holder | $54 | $10,726-99.5% | $9,017-99.4% | $11,407-99.5% |