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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 | $254,355 | $106,008+139.9% | $92,240+175.8% | $147,586+72.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.54% | 50.05%-34.5pp | 176.29%-160.8pp | 578.59%-563.1pp |
| Employer contribution / active EE | $2,442 | $4,333-43.7% | $3,680-33.6% | $4,876-49.9% |
| Participant deferral / active EE | $4,914 | $4,478+9.7% | $3,897+26.1% | $5,439-9.6% |
| Admin fee / account holder | $105 | $6,333-98.3% | $5,194-98.0% | $10,886-99.0% |