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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 | $334,497 | $106,008+215.5% | $92,240+262.6% | $147,586+126.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.59% | 50.05%-34.5pp | 176.29%-160.7pp | 578.59%-563.0pp |
| Employer contribution / active EE | $9,058 | $4,333+109.0% | $3,680+146.2% | $4,876+85.8% |
| Participant deferral / active EE | $1,989 | $4,478-55.6% | $3,897-49.0% | $5,439-63.4% |
| Admin fee / account holder | $152 | $6,333-97.6% | $5,194-97.1% | $10,886-98.6% |