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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 | $526,791 | $99,079+431.7% | $78,002+575.4% | $273,972+92.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.73% | 217.93%-211.2pp | 425.99%-419.3pp | 41.46%-34.7pp |
| Employer contribution / active EE | $3,773 | $3,308+14.1% | $2,470+52.7% | $4,869-22.5% |
| Participant deferral / active EE | $8,413 | $4,306+95.4% | $3,497+140.6% | $5,287+59.1% |
| Admin fee / account holder | $27 | $8,954-99.7% | $5,481-99.5% | $10,133-99.7% |