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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 | $376,784 | $108,701+246.6% | $74,723+404.2% | $152,909+146.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 15.36% | 114.12%-98.8pp | 753.18%-737.8pp | 345.46%-330.1pp |
| Employer contribution / active EE | $1,211 | $1,504-19.5% | $1,084+11.7% | $4,764-74.6% |
| Participant deferral / active EE | $636 | $2,709-76.5% | $1,962-67.6% | $5,851-89.1% |
| Admin fee / account holder | $108 | $4,906-97.8% | $3,335-96.8% | $11,601-99.1% |