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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 | $159,934+90.7% | $147,005+107.5% | $145,959+109.0% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 10.30% | 98.24%-87.9pp | 418.76%-408.5pp | 561.95%-551.6pp |
| Employer contribution / active EE | $4,361 | $5,287-17.5% | $4,934-11.6% | $4,661-6.4% |
| Participant deferral / active EE | $11,898 | $8,427+41.2% | $8,070+47.4% | $6,689+77.9% |
| Admin fee / account holder | $7 | $15,053-100.0% | $13,006-99.9% | $13,398-99.9% |