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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 | $280,697 | $209,425+34.0% | $178,499+57.3% | $158,966+76.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.28% | 188.80%-181.5pp | 151.10%-143.8pp | 302.95%-295.7pp |
| Employer contribution / active EE | $41,650 | $5,707+629.8% | $5,011+731.1% | $4,762+774.5% |
| Participant deferral / active EE | $2,858 | $5,955-52.0% | $5,202-45.1% | $5,983-52.2% |
| Admin fee / account holder | $4 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |