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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 | $318,287 | $92,684+243.4% | $82,706+284.8% | $134,509+136.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 40.45% | 945.84%-905.4pp | 701.76%-661.3pp | 418.13%-377.7pp |
| Employer contribution / active EE | $37,500 | $3,272+1046.2% | $3,007+1146.9% | $4,741+691.1% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |