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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 | $175,212+43.5% | $149,682+67.9% | $139,427+80.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 86.84% | 166.63%-79.8pp | 134.35%-47.5pp | 373.27%-286.4pp |
| Employer contribution / active EE | $1,500 | $5,475-72.6% | $4,818-68.9% | $4,752-68.4% |
| Participant deferral / active EE | $7,500 | $6,520+15.0% | $5,681+32.0% | $6,711+11.8% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,404-100.0% |