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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 | $357,050 | $160,070+123.1% | $147,117+142.7% | $145,897+144.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.58% | 98.69%-85.1pp | 420.54%-407.0pp | 552.29%-538.7pp |
| Employer contribution / active EE | $3,471 | $5,285-34.3% | $4,932-29.6% | $4,663-25.6% |
| Participant deferral / active EE | $7,605 | $8,419-9.7% | $8,065-5.7% | $6,689+13.7% |
| Admin fee / account holder | $9 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |