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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 | $386,007 | $111,830+245.2% | $93,696+312.0% | $145,884+164.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.73% | 204.08%-192.4pp | 133.74%-122.0pp | 551.85%-540.1pp |
| Employer contribution / active EE | $3,500 | $3,093+13.2% | $2,422+44.5% | $4,662-24.9% |
| Participant deferral / active EE | $19,500 | $4,920+296.3% | $4,417+341.5% | $6,690+191.5% |
| Admin fee / account holder | $40 | $10,249-99.6% | $8,287-99.5% | $13,392-99.7% |