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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 | $291,162 | $150,447+93.5% | $136,298+113.6% | $147,586+97.3% |
| Participation rate | 94.7% | 84.4%+10.3pp | 81.9%+12.8pp | 82.8%+11.9pp |
| Annual return | 17.66% | 1049.15%-1031.5pp | 5156.27%-5138.6pp | 578.59%-560.9pp |
| Employer contribution / active EE | $3,495 | $5,256-33.5% | $4,696-25.6% | $4,876-28.3% |
| Participant deferral / active EE | $9,442 | $6,631+42.4% | $6,247+51.1% | $5,439+73.6% |
| Admin fee / account holder | $209 | $10,906-98.1% | $9,244-97.7% | $10,886-98.1% |