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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 | $382,588 | $150,346+154.5% | $120,524+217.4% | $145,877+162.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 24.71% | 154.40%-129.7pp | 107.36%-82.7pp | 551.28%-526.6pp |
| Employer contribution / active EE | $5,513 | $4,353+26.6% | $3,469+58.9% | $4,663+18.2% |
| Participant deferral / active EE | $2,542 | $6,172-58.8% | $4,994-49.1% | $6,691-62.0% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |