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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 | $412,851 | $107,368+284.5% | $92,915+344.3% | $152,909+170.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.58% | 145.64%-124.1pp | 109.45%-87.9pp | 345.46%-323.9pp |
| Employer contribution / active EE | $12,500 | $4,222+196.0% | $3,653+242.1% | $4,764+162.4% |
| Participant deferral / active EE | $14,700 | $4,848+203.2% | $4,238+246.9% | $5,851+151.2% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |