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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 | $338,018 | $109,863+207.7% | $98,477+243.2% | $167,518+101.8% |
| Participation rate | 77.8% | 75.8%+1.9pp | 73.3%+4.4pp | 82.1%-4.3pp |
| Annual return | 13.46% | 1958.09%-1944.6pp | 1493.59%-1480.1pp | 478.71%-465.2pp |
| Employer contribution / active EE | $2,516 | $3,225-22.0% | $2,961-15.0% | $4,838-48.0% |
| Participant deferral / active EE | $8,790 | $4,673+88.1% | $4,276+105.5% | $6,342+38.6% |
| Admin fee / account holder | $1 | $6,755-100.0% | $5,951-100.0% | $12,312-100.0% |