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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 | $289,684 | $99,011+192.6% | $86,582+234.6% | $147,586+96.3% |
| Participation rate | 86.7% | 76.3%+10.3pp | 73.5%+13.1pp | 82.8%+3.8pp |
| Annual return | 13.36% | 1312.75%-1299.4pp | 965.08%-951.7pp | 578.59%-565.2pp |
| Employer contribution / active EE | $8,749 | $3,132+179.3% | $2,839+208.1% | $4,876+79.4% |
| Participant deferral / active EE | $11,614 | $3,972+192.4% | $3,609+221.9% | $5,439+113.5% |
| Admin fee / account holder | $4 | $5,709-99.9% | $4,904-99.9% | $10,886-100.0% |