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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 | $252,218 | $102,422+146.3% | $147,117+71.4% | $80,959+211.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 26.00% | 135.16%-109.2pp | 420.54%-394.5pp | 35.67%-9.7pp |
| Employer contribution / active EE | $9,773 | $3,717+162.9% | $4,932+98.1% | $2,757+254.5% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $104 | $7,953-98.7% | $12,993-99.2% | $6,925-98.5% |