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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 | $297,005 | $176,105+68.7% | $159,474+86.2% | $167,536+77.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 28.23% | 331.91%-303.7pp | 263.68%-235.4pp | 478.82%-450.6pp |
| Employer contribution / active EE | $2,717 | $5,299-48.7% | $4,831-43.8% | $4,839-43.9% |
| Participant deferral / active EE | $11,704 | $7,751+51.0% | $7,353+59.2% | $6,342+84.5% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |