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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 | $455,039 | $159,978+184.4% | $147,041+209.5% | $145,978+211.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 43.13% | 98.36%-55.2pp | 419.21%-376.1pp | 550.52%-507.4pp |
| Employer contribution / active EE | $1,029 | $5,288-80.5% | $4,935-79.1% | $4,662-77.9% |
| Participant deferral / active EE | $15,250 | $8,429+80.9% | $8,071+89.0% | $6,690+128.0% |
| Admin fee / account holder | $265 | $15,053-98.2% | $13,006-98.0% | $13,400-98.0% |