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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 | $359,732 | $183,539+96.0% | $155,556+131.3% | $145,897+146.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.93% | 61.31%-37.4pp | 64.84%-40.9pp | 552.29%-528.4pp |
| Employer contribution / active EE | $23,750 | $5,315+346.8% | $4,675+408.0% | $4,663+409.4% |
| Participant deferral / active EE | $11,500 | $6,467+77.8% | $5,631+104.2% | $6,689+71.9% |
| Admin fee / account holder | $13 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |