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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 | $255,229 | $180,749+41.2% | $160,784+58.7% | $137,256+86.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 20.96% | 2234.46%-2213.5pp | 1803.92%-1783.0pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,419 | $4,155-65.9% | $3,733-62.0% | $4,156-65.9% |
| Participant deferral / active EE | $18,500 | $6,844+170.3% | $6,293+194.0% | $6,407+188.8% |
| Admin fee / account holder | $106 | $10,397-99.0% | $9,717-98.9% | $12,270-99.1% |