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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 | $306,330 | $108,882+181.3% | $96,754+216.6% | $154,746+98.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 37.58% | 98.39%-60.8pp | 82.04%-44.5pp | 172.34%-134.8pp |
| Employer contribution / active EE | $36,469 | $3,018+1108.3% | $2,679+1261.2% | $4,379+732.8% |
| Participant deferral / active EE | $21,825 | $5,323+310.0% | $4,758+358.7% | $6,730+224.3% |
| Admin fee / account holder | $287 | $10,200-97.2% | $8,905-96.8% | $14,365-98.0% |