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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 | $949,460 | $111,535+751.3% | $105,223+802.3% | $137,256+591.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.03% | 237.85%-219.8pp | 180.65%-162.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $25,000 | $3,939+534.6% | $3,689+577.8% | $4,156+501.5% |
| Participant deferral / active EE | $11,750 | $5,500+113.6% | $5,072+131.7% | $6,407+83.4% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |