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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 | $370,595 | $159,934+131.7% | $147,005+152.1% | $145,959+153.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.46% | 98.24%-75.8pp | 418.76%-396.3pp | 561.95%-539.5pp |
| Employer contribution / active EE | $4,747 | $5,287-10.2% | $4,934-3.8% | $4,661+1.9% |
| Participant deferral / active EE | $13,001 | $8,427+54.3% | $8,070+61.1% | $6,689+94.4% |
| Admin fee / account holder | $179 | $15,053-98.8% | $13,006-98.6% | $13,398-98.7% |