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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 | $251,377 | $175,259+43.4% | $149,723+67.9% | $139,487+80.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 86.84% | 166.82%-80.0pp | 134.50%-47.7pp | 373.84%-287.0pp |
| Employer contribution / active EE | $1,500 | $5,478-72.6% | $4,821-68.9% | $4,755-68.5% |
| Participant deferral / active EE | $7,500 | $6,522+15.0% | $5,682+32.0% | $6,713+11.7% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |