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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 | $282,023 | $160,070+76.2% | $147,117+91.7% | $145,897+93.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.56% | 98.69%-84.1pp | 420.54%-406.0pp | 552.29%-537.7pp |
| Employer contribution / active EE | $21,932 | $5,285+315.0% | $4,932+344.6% | $4,663+370.4% |
| Participant deferral / active EE | $14,179 | $8,419+68.4% | $8,065+75.8% | $6,689+112.0% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |