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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 | $295,983 | $111,785+164.8% | $93,669+216.0% | $145,877+102.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.85% | 203.79%-194.9pp | 133.59%-124.7pp | 551.28%-542.4pp |
| Employer contribution / active EE | $8,286 | $3,096+167.6% | $2,424+241.9% | $4,663+77.7% |
| Participant deferral / active EE | $6,347 | $4,919+29.0% | $4,416+43.7% | $6,691-5.1% |
| Admin fee / account holder | $255 | $10,256-97.5% | $8,291-96.9% | $13,402-98.1% |