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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 | $150,435+79.4% | $120,580+123.9% | $145,897+85.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 11.96% | 154.60%-142.6pp | 107.48%-95.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $8,778 | $4,352+101.7% | $3,469+153.0% | $4,663+88.3% |
| Participant deferral / active EE | $20,333 | $6,174+229.3% | $4,995+307.0% | $6,689+204.0% |
| Admin fee / account holder | $20 | $12,182-99.8% | $9,418-99.8% | $13,390-99.9% |