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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 | $294,709 | $109,411+169.4% | $89,435+229.5% | $158,982+85.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 17.90% | 345.68%-327.8pp | 245.55%-227.7pp | 302.99%-285.1pp |
| Employer contribution / active EE | $3,487 | $3,173+9.9% | $2,587+34.8% | $4,763-26.8% |
| Participant deferral / active EE | $4,446 | $4,600-3.3% | $3,890+14.3% | $5,983-25.7% |
| Admin fee / account holder | $12 | $6,159-99.8% | $4,884-99.8% | $11,252-99.9% |