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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 | $267,343 | $90,614+195.0% | $76,089+251.4% | $145,877+83.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 22.22% | 623.80%-601.6pp | 360.94%-338.7pp | 551.28%-529.1pp |
| Employer contribution / active EE | $67,465 | $3,324+1929.5% | $2,690+2408.0% | $4,663+1346.8% |
| Participant deferral / active EE | $10,600 | $5,168+105.1% | $4,259+148.9% | $6,691+58.4% |
| Admin fee / account holder | $127 | $8,376-98.5% | $6,418-98.0% | $13,402-99.1% |