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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 | $276,970 | $110,093+151.6% | $97,295+184.7% | $145,897+89.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 41.20% | 244.76%-203.6pp | 75.62%-34.4pp | 552.29%-511.1pp |
| Employer contribution / active EE | $7,237 | $3,077+135.2% | $2,723+165.8% | $4,663+55.2% |
| Participant deferral / active EE | $6,042 | $4,678+29.2% | $4,264+41.7% | $6,689-9.7% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |