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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 | $295,991 | $105,160+181.5% | $94,679+212.6% | $139,456+112.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 16.73% | 38.04%-21.3pp | 156.75%-140.0pp | 373.45%-356.7pp |
| Employer contribution / active EE | $7,500 | $4,107+82.6% | $3,673+104.2% | $4,753+57.8% |
| Participant deferral / active EE | $25,853 | $7,599+240.2% | $7,417+248.5% | $6,711+285.2% |
| Admin fee / account holder | $5 | $8,988-99.9% | $7,233-99.9% | $11,407-100.0% |