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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 | $360,914 | $150,346+140.1% | $120,524+199.5% | $145,877+147.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 9.45% | 154.40%-145.0pp | 107.36%-97.9pp | 551.28%-541.8pp |
| Employer contribution / active EE | $11,603 | $4,353+166.5% | $3,469+234.5% | $4,663+148.8% |
| Participant deferral / active EE | $23,000 | $6,172+272.6% | $4,994+360.6% | $6,691+243.8% |
| Admin fee / account holder | $123 | $12,215-99.0% | $9,440-98.7% | $13,402-99.1% |