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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 | $269,926 | $150,346+79.5% | $120,524+124.0% | $145,877+85.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.96% | 154.40%-142.4pp | 107.36%-95.4pp | 551.28%-539.3pp |
| Employer contribution / active EE | $8,778 | $4,353+101.7% | $3,469+153.1% | $4,663+88.3% |
| Participant deferral / active EE | $20,333 | $6,172+229.4% | $4,994+307.2% | $6,691+203.9% |
| Admin fee / account holder | $20 | $12,215-99.8% | $9,440-99.8% | $13,402-99.9% |