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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 | $474,097 | $160,028+196.3% | $147,080+222.3% | $145,884+225.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.27% | 98.60%-81.3pp | 420.17%-402.9pp | 551.85%-534.6pp |
| Employer contribution / active EE | $5,000 | $5,286-5.4% | $4,933+1.4% | $4,662+7.2% |
| Participant deferral / active EE | $30,000 | $8,422+256.2% | $8,066+271.9% | $6,690+348.5% |
| Admin fee / account holder | $147 | $15,030-99.0% | $12,989-98.9% | $13,392-98.9% |