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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 | $261,136 | $121,677+114.6% | $104,625+149.6% | $158,966+64.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 27.36% | 465.58%-438.2pp | 340.60%-313.2pp | 302.95%-275.6pp |
| Employer contribution / active EE | $8,281 | $3,165+161.6% | $2,681+208.8% | $4,762+73.9% |
| Participant deferral / active EE | $15,475 | $4,175+270.6% | $3,738+314.0% | $5,983+158.6% |
| Admin fee / account holder | -$494 | $7,777-106.4% | $6,465-107.6% | $11,250-104.4% |