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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 | $267,998 | $175,259+52.9% | $149,723+79.0% | $139,487+92.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.81% | 166.82%-145.0pp | 134.50%-112.7pp | 373.84%-352.0pp |
| Employer contribution / active EE | $12,840 | $5,478+134.4% | $4,821+166.3% | $4,755+170.1% |
| Participant deferral / active EE | $7,500 | $6,522+15.0% | $5,682+32.0% | $6,713+11.7% |
| Admin fee / account holder | $163 | $16,158-99.0% | $13,215-98.8% | $11,407-98.6% |