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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 | $294,832 | $129,217+128.2% | $93,406+215.6% | $158,931+85.5% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 23.72% | 118.21%-94.5pp | 78.05%-54.3pp | 302.86%-279.1pp |
| Employer contribution / active EE | $6,234 | $2,711+129.9% | $2,075+200.4% | $4,761+30.9% |
| Participant deferral / active EE | $4,191 | $3,909+7.2% | $3,126+34.1% | $5,982-29.9% |
| Admin fee / account holder | $164 | $7,383-97.8% | $5,230-96.9% | $11,247-98.5% |