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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 | $637,454 | $126,113+405.5% | $116,096+449.1% | $155,188+310.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 12.41% | 391.72%-379.3pp | 326.25%-313.8pp | 148.84%-136.4pp |
| Employer contribution / active EE | $18,750 | $2,672+601.8% | $2,503+648.9% | $4,248+341.4% |
| Participant deferral / active EE | $0 | $4,162-100.0% | $3,952-100.0% | $6,531-100.0% |
| Admin fee / account holder | $20 | $8,045-99.8% | $7,704-99.7% | $14,480-99.9% |