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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 | $305,300 | $100,895+202.6% | $90,430+237.6% | $158,950+92.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 25.82% | 1725.54%-1699.7pp | 1293.73%-1267.9pp | 302.91%-277.1pp |
| Employer contribution / active EE | $7,726 | $3,689+109.4% | $3,262+136.9% | $4,762+62.2% |
| Participant deferral / active EE | $24,763 | $4,347+469.6% | $3,963+524.9% | $5,983+313.9% |
| Admin fee / account holder | $60 | $6,505-99.1% | $5,613-98.9% | $11,248-99.5% |