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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 | $387,162 | $100,938+283.6% | $90,461+328.0% | $158,982+143.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.38% | 1727.20%-1711.8pp | 1294.76%-1279.4pp | 302.99%-287.6pp |
| Employer contribution / active EE | $9,846 | $3,691+166.7% | $3,264+201.7% | $4,763+106.7% |
| Participant deferral / active EE | $14,506 | $4,350+233.5% | $3,964+265.9% | $5,983+142.4% |
| Admin fee / account holder | $270 | $6,510-95.9% | $5,617-95.2% | $11,252-97.6% |