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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 | $339,222 | $160,070+111.9% | $147,117+130.6% | $145,897+132.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.87% | 98.69%-88.8pp | 420.54%-410.7pp | 552.29%-542.4pp |
| Employer contribution / active EE | $2,334 | $5,285-55.8% | $4,932-52.7% | $4,663-49.9% |
| Participant deferral / active EE | $8,565 | $8,419+1.7% | $8,065+6.2% | $6,689+28.0% |
| Admin fee / account holder | $8 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |