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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 | $257,093 | $99,079+159.5% | $78,002+229.6% | $273,972-6.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 9.72% | 217.93%-208.2pp | 425.99%-416.3pp | 41.46%-31.7pp |
| Employer contribution / active EE | $3,890 | $3,308+17.6% | $2,470+57.5% | $4,869-20.1% |
| Participant deferral / active EE | $15,860 | $4,306+268.3% | $3,497+353.5% | $5,287+200.0% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |