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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 | $322,392 | $160,040+101.4% | $147,096+119.2% | $145,877+121.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.34% | 98.49%-88.2pp | 419.75%-409.4pp | 551.28%-540.9pp |
| Employer contribution / active EE | $1,260 | $5,289-76.2% | $4,936-74.5% | $4,663-73.0% |
| Participant deferral / active EE | $21,579 | $8,429+156.0% | $8,071+167.4% | $6,691+222.5% |
| Admin fee / account holder | $267 | $15,050-98.2% | $13,005-97.9% | $13,402-98.0% |