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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 | $305,026 | $160,070+90.6% | $147,117+107.3% | $145,897+109.1% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 10.30% | 98.69%-88.4pp | 420.54%-410.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $4,361 | $5,285-17.5% | $4,932-11.6% | $4,663-6.5% |
| Participant deferral / active EE | $11,898 | $8,419+41.3% | $8,065+47.5% | $6,689+77.9% |
| Admin fee / account holder | $7 | $15,035-100.0% | $12,993-99.9% | $13,390-99.9% |