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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 | $397,589 | $176,120+125.7% | $159,487+149.3% | $167,553+137.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.48% | 331.95%-317.5pp | 263.71%-249.2pp | 478.89%-464.4pp |
| Employer contribution / active EE | $13,261 | $5,299+150.2% | $4,831+174.5% | $4,840+174.0% |
| Participant deferral / active EE | $10,811 | $7,752+39.5% | $7,354+47.0% | $6,343+70.5% |
| Admin fee / account holder | $129 | $12,561-99.0% | $10,804-98.8% | $12,316-99.0% |