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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 | $274,178 | $100,911+171.7% | $90,440+203.2% | $158,966+72.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.22% | 1726.62%-1709.4pp | 1294.38%-1277.2pp | 302.95%-285.7pp |
| Employer contribution / active EE | $7,094 | $3,690+92.2% | $3,263+117.4% | $4,762+48.9% |
| Participant deferral / active EE | $12,469 | $4,348+186.7% | $3,964+214.6% | $5,983+108.4% |
| Admin fee / account holder | $60 | $6,507-99.1% | $5,615-98.9% | $11,250-99.5% |