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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 | $363,333 | $96,678+275.8% | $86,640+319.4% | $139,466+160.5% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 14.51% | 106.69%-92.2pp | 592.52%-578.0pp | 373.66%-359.2pp |
| Employer contribution / active EE | $2,654 | $3,265-18.7% | $3,024-12.2% | $4,754-44.2% |
| Participant deferral / active EE | $10,482 | $4,837+116.7% | $4,438+136.2% | $6,712+56.2% |
| Admin fee / account holder | $11 | $6,410-99.8% | $5,616-99.8% | $11,409-99.9% |