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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 | $262,145 | $180,459+45.3% | $154,108+70.1% | $135,380+93.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 6.53% | 888.21%-881.7pp | 735.21%-728.7pp | 519.81%-513.3pp |
| Employer contribution / active EE | $2,026 | $6,035-66.4% | $5,298-61.8% | $4,779-57.6% |
| Participant deferral / active EE | $5,200 | $5,806-10.4% | $5,081+2.3% | $5,609-7.3% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |