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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 | $283,840 | $96,691+193.6% | $86,656+227.5% | $139,487+103.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.52% | 106.87%-93.4pp | 593.09%-579.6pp | 373.84%-360.3pp |
| Employer contribution / active EE | $22,136 | $3,267+577.6% | $3,025+631.6% | $4,755+365.6% |
| Participant deferral / active EE | $18,282 | $4,838+277.9% | $4,439+311.8% | $6,713+172.3% |
| Admin fee / account holder | $48 | $6,414-99.3% | $5,619-99.2% | $11,407-99.6% |