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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 | $280,988 | $106,008+165.1% | $92,240+204.6% | $147,586+90.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.04% | 50.05%-28.0pp | 176.29%-154.3pp | 578.59%-556.6pp |
| Employer contribution / active EE | $15,639 | $4,333+260.9% | $3,680+325.0% | $4,876+220.7% |
| Participant deferral / active EE | $8,401 | $4,478+87.6% | $3,897+115.6% | $5,439+54.5% |
| Admin fee / account holder | $80 | $6,333-98.7% | $5,194-98.5% | $10,886-99.3% |