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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 | $678,632 | $217,427+212.1% | $185,837+265.2% | $167,518+305.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 25.03% | 148.39%-123.4pp | 122.08%-97.0pp | 478.71%-453.7pp |
| Employer contribution / active EE | $39,670 | $5,874+575.3% | $5,168+667.6% | $4,838+719.9% |
| Participant deferral / active EE | $19,500 | $6,357+206.7% | $5,568+250.2% | $6,342+207.5% |
| Admin fee / account holder | $50 | $19,816-99.7% | $16,241-99.7% | $12,312-99.6% |