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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 | $285,098 | $100,938+182.4% | $90,461+215.2% | $158,982+79.3% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 12.12% | 1727.20%-1715.1pp | 1294.76%-1282.6pp | 302.99%-290.9pp |
| Employer contribution / active EE | $2,684 | $3,691-27.3% | $3,264-17.8% | $4,763-43.7% |
| Participant deferral / active EE | $8,313 | $4,350+91.1% | $3,964+109.7% | $5,983+38.9% |
| Admin fee / account holder | $6 | $6,510-99.9% | $5,617-99.9% | $11,252-99.9% |