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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 | $284,480 | $100,938+181.8% | $90,461+214.5% | $158,982+78.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.64% | 1727.20%-1720.6pp | 1294.76%-1288.1pp | 302.99%-296.3pp |
| Employer contribution / active EE | $5,007 | $3,691+35.6% | $3,264+53.4% | $4,763+5.1% |
| Participant deferral / active EE | $22,000 | $4,350+405.8% | $3,964+454.9% | $5,983+267.7% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |