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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 | $275,641 | $168,635+63.5% | $147,617+86.7% | $125,389+119.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.33% | 77.65%-79.0pp | 61.98%-63.3pp | 282.24%-283.6pp |
| Employer contribution / active EE | $3,265 | $6,252-47.8% | $5,564-41.3% | $4,866-32.9% |
| Participant deferral / active EE | $10,878 | $5,507+97.5% | $4,895+122.2% | $5,352+103.3% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |