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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 | $518,808 | $160,070+224.1% | $147,117+252.7% | $145,897+255.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.84% | 98.69%-88.8pp | 420.54%-410.7pp | 552.29%-542.4pp |
| Employer contribution / active EE | $27,500 | $5,285+420.4% | $4,932+457.5% | $4,663+489.8% |
| Participant deferral / active EE | $13,500 | $8,419+60.3% | $8,065+67.4% | $6,689+101.8% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |