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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 | $289,134 | $110,093+162.6% | $97,295+197.2% | $145,897+98.2% |
| Participation rate | 92.9% | 75.9%+16.9pp | 72.7%+20.2pp | 80.3%+12.6pp |
| Annual return | 20.84% | 244.76%-223.9pp | 75.62%-54.8pp | 552.29%-531.5pp |
| Employer contribution / active EE | $5,910 | $3,077+92.1% | $2,723+117.1% | $4,663+26.8% |
| Participant deferral / active EE | $4,210 | $4,678-10.0% | $4,264-1.2% | $6,689-37.1% |
| Admin fee / account holder | $17 | $6,212-99.7% | $5,646-99.7% | $13,390-99.9% |