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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 | $267,239 | $106,008+152.1% | $92,240+189.7% | $147,586+81.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.19% | 50.05%-33.9pp | 176.29%-160.1pp | 578.59%-562.4pp |
| Employer contribution / active EE | $2,850 | $4,333-34.2% | $3,680-22.6% | $4,876-41.6% |
| Participant deferral / active EE | $14,658 | $4,478+227.3% | $3,897+276.1% | $5,439+169.5% |
| Admin fee / account holder | $40 | $6,333-99.4% | $5,194-99.2% | $10,886-99.6% |