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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 | $329,410 | $96,419+241.6% | $80,648+308.5% | $139,487+136.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 21.05% | 1352.86%-1331.8pp | 937.21%-916.2pp | 373.84%-352.8pp |
| Employer contribution / active EE | $2,234 | $3,261-31.5% | $2,724-18.0% | $4,755-53.0% |
| Participant deferral / active EE | $20,731 | $5,225+296.7% | $4,443+366.5% | $6,713+208.8% |
| Admin fee / account holder | $167 | $6,605-97.5% | $5,382-96.9% | $11,407-98.5% |