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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 | $347,960 | $160,040+117.4% | $147,096+136.6% | $145,877+138.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 14.46% | 98.49%-84.0pp | 419.75%-405.3pp | 551.28%-536.8pp |
| Employer contribution / active EE | $15,163 | $5,289+186.7% | $4,936+207.2% | $4,663+225.2% |
| Participant deferral / active EE | $13,830 | $8,429+64.1% | $8,071+71.3% | $6,691+106.7% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |