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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 | $526,006 | $227,633+131.1% | $189,597+177.4% | $167,553+213.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 34.95% | 78.45%-43.5pp | 64.20%-29.2pp | 478.89%-443.9pp |
| Employer contribution / active EE | $38,500 | $5,317+624.1% | $4,412+772.5% | $4,840+695.5% |
| Participant deferral / active EE | $22,750 | $7,003+224.9% | $6,174+268.5% | $6,343+258.7% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |