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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 | $334,377 | $180,749+85.0% | $160,784+108.0% | $137,256+143.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 21.27% | 2234.46%-2213.2pp | 1803.92%-1782.6pp | 220.34%-199.1pp |
| Employer contribution / active EE | $18,671 | $4,155+349.3% | $3,733+400.2% | $4,156+349.2% |
| Participant deferral / active EE | $12,050 | $6,844+76.1% | $6,293+91.5% | $6,407+88.1% |
| Admin fee / account holder | -$2,126 | $10,397-120.4% | $9,717-121.9% | $12,270-117.3% |