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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 | $100,911+202.5% | $90,440+237.6% | $158,966+92.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 25.82% | 1726.62%-1700.8pp | 1294.38%-1268.6pp | 302.95%-277.1pp |
| Employer contribution / active EE | $7,726 | $3,690+109.4% | $3,263+136.8% | $4,762+62.2% |
| Participant deferral / active EE | $24,763 | $4,348+469.5% | $3,964+524.8% | $5,983+313.9% |
| Admin fee / account holder | $60 | $6,507-99.1% | $5,615-98.9% | $11,250-99.5% |