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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 | $434,163 | $96,123+351.7% | $77,361+461.2% | $198,609+118.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 12.93% | 2054.81%-2041.9pp | 1011.54%-998.6pp | 202.70%-189.8pp |
| Employer contribution / active EE | $2,324 | $3,791-38.7% | $2,990-22.3% | $5,055-54.0% |
| Participant deferral / active EE | $2,916 | $4,975-41.4% | $3,911-25.4% | $6,977-58.2% |
| Admin fee / account holder | $20 | $9,471-99.8% | $5,894-99.7% | $19,030-99.9% |