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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 | $403,227 | $176,120+129.0% | $159,487+152.8% | $167,553+140.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.83% | 331.95%-320.1pp | 263.71%-251.9pp | 478.89%-467.1pp |
| Employer contribution / active EE | $8,761 | $5,299+65.3% | $4,831+81.3% | $4,840+81.0% |
| Participant deferral / active EE | $9,053 | $7,752+16.8% | $7,354+23.1% | $6,343+42.7% |
| Admin fee / account holder | $100 | $12,561-99.2% | $10,804-99.1% | $12,316-99.2% |