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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 | $282,567 | $180,459+56.6% | $154,108+83.4% | $135,380+108.7% |
| Participation rate | 93.3% | 87.4%+5.9pp | 83.0%+10.3pp | 82.6%+10.7pp |
| Annual return | 0.32% | 888.21%-887.9pp | 735.21%-734.9pp | 519.81%-519.5pp |
| Employer contribution / active EE | $7,553 | $6,035+25.2% | $5,298+42.6% | $4,779+58.1% |
| Participant deferral / active EE | $7,464 | $5,806+28.6% | $5,081+46.9% | $5,609+33.1% |
| Admin fee / account holder | $13 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |