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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 | $464,422 | $176,105+163.7% | $159,474+191.2% | $167,536+177.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.67% | 331.91%-318.2pp | 263.68%-250.0pp | 478.82%-465.1pp |
| Employer contribution / active EE | $17,154 | $5,299+223.7% | $4,831+255.1% | $4,839+254.5% |
| Participant deferral / active EE | $4,871 | $7,751-37.2% | $7,353-33.8% | $6,342-23.2% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |