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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 | $252,876 | $234,190+8.0% | $180,320+40.2% | $198,609+27.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 19.33% | 1057.44%-1038.1pp | 778.54%-759.2pp | 202.70%-183.4pp |
| Employer contribution / active EE | $2,970 | $5,258-43.5% | $4,108-27.7% | $5,055-41.3% |
| Participant deferral / active EE | $6,400 | $4,988+28.3% | $4,304+48.7% | $6,977-8.3% |
| Admin fee / account holder | $0 | $12,558-100.0% | $10,000-100.0% | $19,030-100.0% |