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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 | $299,280 | $96,678+209.6% | $86,640+245.4% | $139,466+114.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.98% | 106.69%-86.7pp | 592.52%-572.5pp | 373.66%-353.7pp |
| Employer contribution / active EE | $15,726 | $3,265+381.6% | $3,024+420.0% | $4,754+230.8% |
| Participant deferral / active EE | $22,325 | $4,837+361.6% | $4,438+403.0% | $6,712+232.6% |
| Admin fee / account holder | $60 | $6,410-99.1% | $5,616-98.9% | $11,409-99.5% |