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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 | $398,276 | $111,830+256.1% | $93,696+325.1% | $145,884+173.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.83% | 204.08%-192.2pp | 133.74%-121.9pp | 551.85%-540.0pp |
| Employer contribution / active EE | $4,067 | $3,093+31.5% | $2,422+67.9% | $4,662-12.8% |
| Participant deferral / active EE | $3,980 | $4,920-19.1% | $4,417-9.9% | $6,690-40.5% |
| Admin fee / account holder | $75 | $10,249-99.3% | $8,287-99.1% | $13,392-99.4% |