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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 | $294,445 | $121,701+141.9% | $104,639+181.4% | $158,982+85.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 23.66% | 465.72%-442.1pp | 340.67%-317.0pp | 302.99%-279.3pp |
| Employer contribution / active EE | $2,034 | $3,165-35.7% | $2,682-24.2% | $4,763-57.3% |
| Participant deferral / active EE | $2,034 | $4,176-51.3% | $3,738-45.6% | $5,983-66.0% |
| Admin fee / account holder | $0 | $7,778-100.0% | $6,465-100.0% | $11,252-100.0% |