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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 | $316,205 | $155,833+102.9% | $124,693+153.6% | $167,536+88.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 17.83% | 17.98%-0.1pp | 5144.19%-5126.4pp | 478.82%-461.0pp |
| Employer contribution / active EE | $1,224 | $4,164-70.6% | $3,324-63.2% | $4,839-74.7% |
| Participant deferral / active EE | $7,715 | $5,675+35.9% | $4,615+67.2% | $6,342+21.6% |
| Admin fee / account holder | $0 | $9,534-100.0% | $7,494-100.0% | $12,315-100.0% |