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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 | $331,421 | $176,105+88.2% | $159,474+107.8% | $167,536+97.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.45% | 331.91%-316.5pp | 263.68%-248.2pp | 478.82%-463.4pp |
| Employer contribution / active EE | $8,706 | $5,299+64.3% | $4,831+80.2% | $4,839+79.9% |
| Participant deferral / active EE | $6,439 | $7,751-16.9% | $7,353-12.4% | $6,342+1.5% |
| Admin fee / account holder | $51 | $12,559-99.6% | $10,802-99.5% | $12,315-99.6% |