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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 | $304,328 | $100,139+203.9% | $85,187+257.2% | $145,884+108.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 45.47% | 84.15%-38.7pp | 66.67%-21.2pp | 551.85%-506.4pp |
| Employer contribution / active EE | $2,000 | $3,238-38.2% | $2,732-26.8% | $4,662-57.1% |
| Participant deferral / active EE | $1,006 | $5,296-81.0% | $4,525-77.8% | $6,690-85.0% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |