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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 | $314,959 | $100,938+212.0% | $90,461+248.2% | $158,982+98.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 26.77% | 1727.20%-1700.4pp | 1294.76%-1268.0pp | 302.99%-276.2pp |
| Employer contribution / active EE | $18,977 | $3,691+414.1% | $3,264+481.4% | $4,763+298.4% |
| Participant deferral / active EE | $9,769 | $4,350+124.6% | $3,964+146.4% | $5,983+63.3% |
| Admin fee / account holder | $20 | $6,510-99.7% | $5,617-99.6% | $11,252-99.8% |