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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 | $491,061 | $157,304+212.2% | $141,197+247.8% | $152,909+221.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.90% | 64.34%-44.4pp | 71.41%-51.5pp | 345.46%-325.6pp |
| Employer contribution / active EE | $11,250 | $5,263+113.8% | $4,736+137.5% | $4,764+136.2% |
| Participant deferral / active EE | $6,750 | $7,111-5.1% | $6,710+0.6% | $5,851+15.4% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |