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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 | $297,830 | $150,412+98.0% | $120,574+147.0% | $145,884+104.2% |
| Participation rate | 94.7% | 78.8%+15.9pp | 71.9%+22.8pp | 80.3%+14.4pp |
| Annual return | 15.73% | 154.50%-138.8pp | 107.42%-91.7pp | 551.85%-536.1pp |
| Employer contribution / active EE | $2,217 | $4,355-49.1% | $3,471-36.1% | $4,662-52.5% |
| Participant deferral / active EE | $3,462 | $6,175-43.9% | $4,996-30.7% | $6,690-48.2% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |