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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 | $255,383 | $155,833+63.9% | $124,693+104.8% | $167,518+52.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 16.85% | 17.98%-1.1pp | 5144.19%-5127.3pp | 478.71%-461.9pp |
| Employer contribution / active EE | $14,039 | $4,164+237.1% | $3,324+322.3% | $4,838+190.2% |
| Participant deferral / active EE | $12,467 | $5,675+119.7% | $4,615+170.1% | $6,342+96.6% |
| Admin fee / account holder | $132 | $9,534-98.6% | $7,494-98.2% | $12,312-98.9% |