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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 | $304,888 | $103,038+195.9% | $90,324+237.5% | $152,909+99.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.09% | 95.25%-73.2pp | 78.15%-56.1pp | 345.46%-323.4pp |
| Employer contribution / active EE | $9,752 | $3,141+210.5% | $2,856+241.5% | $4,764+104.7% |
| Participant deferral / active EE | $12,908 | $4,282+201.5% | $3,885+232.2% | $5,851+120.6% |
| Admin fee / account holder | $7 | $6,177-99.9% | $5,356-99.9% | $11,601-99.9% |