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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 | $346,051 | $150,447+130.0% | $136,298+153.9% | $147,586+134.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.61% | 1049.15%-1026.5pp | 5156.27%-5133.7pp | 578.59%-556.0pp |
| Employer contribution / active EE | $2,766 | $5,256-47.4% | $4,696-41.1% | $4,876-43.3% |
| Participant deferral / active EE | $8,716 | $6,631+31.4% | $6,247+39.5% | $5,439+60.3% |
| Admin fee / account holder | $149 | $10,906-98.6% | $9,244-98.4% | $10,886-98.6% |