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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 | $287,329 | $100,938+184.7% | $90,461+217.6% | $158,982+80.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.66% | 1727.20%-1715.5pp | 1294.76%-1283.1pp | 302.99%-291.3pp |
| Employer contribution / active EE | $8,193 | $3,691+121.9% | $3,264+151.0% | $4,763+72.0% |
| Participant deferral / active EE | $14,656 | $4,350+237.0% | $3,964+269.7% | $5,983+144.9% |
| Admin fee / account holder | $81 | $6,510-98.8% | $5,617-98.6% | $11,252-99.3% |