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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 | $102,393+146.3% | $147,041+71.5% | $80,911+211.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 26.00% | 134.95%-109.0pp | 419.21%-393.2pp | 35.63%-9.6pp |
| Employer contribution / active EE | $9,773 | $3,715+163.0% | $4,935+98.0% | $2,756+254.6% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $104 | $7,943-98.7% | $13,006-99.2% | $6,935-98.5% |