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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 | $316,861 | $96,678+227.7% | $86,640+265.7% | $139,466+127.2% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 20.32% | 106.69%-86.4pp | 592.52%-572.2pp | 373.66%-353.3pp |
| Employer contribution / active EE | $19,056 | $3,265+483.6% | $3,024+530.1% | $4,754+300.9% |
| Participant deferral / active EE | $15,000 | $4,837+210.1% | $4,438+238.0% | $6,712+123.5% |
| Admin fee / account holder | $9 | $6,410-99.9% | $5,616-99.8% | $11,409-99.9% |