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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 | $102,938+519.3% | $94,105+577.4% | $138,895+358.9% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 12.41% | 250.28%-237.9pp | 204.55%-192.1pp | 145.39%-133.0pp |
| Employer contribution / active EE | $18,750 | $2,732+586.3% | $2,504+648.7% | $4,194+347.0% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $3,881-100.0% | $6,396-100.0% |
| Admin fee / account holder | $20 | $6,600-99.7% | $6,199-99.7% | $12,562-99.8% |