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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 | $290,829 | $96,678+200.8% | $86,640+235.7% | $139,466+108.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 30.38% | 106.69%-76.3pp | 592.52%-562.1pp | 373.66%-343.3pp |
| Employer contribution / active EE | $523 | $3,265-84.0% | $3,024-82.7% | $4,754-89.0% |
| Participant deferral / active EE | $13,120 | $4,837+171.3% | $4,438+195.6% | $6,712+95.5% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |