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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 | $411,984 | $96,643+326.3% | $86,617+375.6% | $139,456+195.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.88% | 106.57%-93.7pp | 591.91%-579.0pp | 373.45%-360.6pp |
| Employer contribution / active EE | $3,762 | $3,264+15.2% | $3,023+24.4% | $4,753-20.9% |
| Participant deferral / active EE | $14,518 | $4,835+200.3% | $4,437+227.2% | $6,711+116.3% |
| Admin fee / account holder | $0 | $6,406-100.0% | $5,613-100.0% | $11,407-100.0% |