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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 | $535,706 | $168,635+217.7% | $147,617+262.9% | $125,389+327.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.02% | 77.65%-80.7pp | 61.98%-65.0pp | 282.24%-285.3pp |
| Employer contribution / active EE | $9,920 | $6,252+58.7% | $5,564+78.3% | $4,866+103.9% |
| Participant deferral / active EE | $8,123 | $5,507+47.5% | $4,895+65.9% | $5,352+51.8% |
| Admin fee / account holder | $207 | $13,580-98.5% | $11,612-98.2% | $9,541-97.8% |