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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 | $526,032 | $232,540+126.2% | $185,117+184.2% | $147,586+256.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 13.41% | 43.03%-29.6pp | 40.50%-27.1pp | 578.59%-565.2pp |
| Employer contribution / active EE | $22,000 | $5,195+323.5% | $4,182+426.1% | $4,876+351.2% |
| Participant deferral / active EE | $2,000 | $5,834-65.7% | $5,045-60.4% | $5,439-63.2% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |