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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 | $333,145 | $109,872+203.2% | $98,483+238.3% | $167,536+98.9% |
| Participation rate | 77.8% | 75.8%+1.9pp | 73.3%+4.4pp | 82.1%-4.3pp |
| Annual return | 13.94% | 1959.31%-1945.4pp | 1494.38%-1480.4pp | 478.82%-464.9pp |
| Employer contribution / active EE | $6,665 | $3,225+106.7% | $2,961+125.1% | $4,839+37.7% |
| Participant deferral / active EE | $11,941 | $4,673+155.5% | $4,276+179.2% | $6,342+88.3% |
| Admin fee / account holder | $40 | $6,757-99.4% | $5,953-99.3% | $12,315-99.7% |