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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 | $302,135 | $180,749+67.2% | $160,784+87.9% | $137,256+120.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.27% | 2234.46%-2215.2pp | 1803.92%-1784.7pp | 220.34%-201.1pp |
| Employer contribution / active EE | $7,410 | $4,155+78.3% | $3,733+98.5% | $4,156+78.3% |
| Participant deferral / active EE | $9,255 | $6,844+35.2% | $6,293+47.1% | $6,407+44.4% |
| Admin fee / account holder | $51 | $10,397-99.5% | $9,717-99.5% | $12,270-99.6% |