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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 | $292,544 | $150,346+94.6% | $120,524+142.7% | $145,877+100.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 22.63% | 154.40%-131.8pp | 107.36%-84.7pp | 551.28%-528.7pp |
| Employer contribution / active EE | $2,163 | $4,353-50.3% | $3,469-37.7% | $4,663-53.6% |
| Participant deferral / active EE | $3,174 | $6,172-48.6% | $4,994-36.4% | $6,691-52.6% |
| Admin fee / account holder | $20 | $12,215-99.8% | $9,440-99.8% | $13,402-99.9% |