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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 | $159,978+123.2% | $147,041+142.8% | $145,978+144.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.58% | 98.36%-84.8pp | 419.21%-405.6pp | 550.52%-536.9pp |
| Employer contribution / active EE | $3,471 | $5,288-34.4% | $4,935-29.7% | $4,662-25.5% |
| Participant deferral / active EE | $7,605 | $8,429-9.8% | $8,071-5.8% | $6,690+13.7% |
| Admin fee / account holder | $9 | $15,053-99.9% | $13,006-99.9% | $13,400-99.9% |