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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 | $289,181 | $175,231+65.0% | $149,696+93.2% | $139,466+107.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.04% | 166.77%-143.7pp | 134.46%-111.4pp | 373.66%-350.6pp |
| Employer contribution / active EE | $1,747 | $5,478-68.1% | $4,821-63.8% | $4,754-63.3% |
| Participant deferral / active EE | $9,444 | $6,521+44.8% | $5,682+66.2% | $6,712+40.7% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |