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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 | $357,020 | $160,070+123.0% | $147,117+142.7% | $145,897+144.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 47.11% | 98.69%-51.6pp | 420.54%-373.4pp | 552.29%-505.2pp |
| Employer contribution / active EE | $2,722 | $5,285-48.5% | $4,932-44.8% | $4,663-41.6% |
| Participant deferral / active EE | $7,496 | $8,419-11.0% | $8,065-7.1% | $6,689+12.1% |
| Admin fee / account holder | $180 | $15,035-98.8% | $12,993-98.6% | $13,390-98.7% |