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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 | $451,384 | $183,592+145.9% | $155,567+190.2% | $145,959+209.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.40% | 61.24%-35.8pp | 64.74%-39.3pp | 561.95%-536.5pp |
| Employer contribution / active EE | $18,000 | $5,315+238.7% | $4,674+285.1% | $4,661+286.2% |
| Participant deferral / active EE | $9,330 | $6,464+44.3% | $5,628+65.8% | $6,689+39.5% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |