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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 | $160,028+101.5% | $147,080+119.2% | $145,884+121.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.34% | 98.60%-88.3pp | 420.17%-409.8pp | 551.85%-541.5pp |
| Employer contribution / active EE | $1,260 | $5,286-76.2% | $4,933-74.5% | $4,662-73.0% |
| Participant deferral / active EE | $21,579 | $8,422+156.2% | $8,066+167.5% | $6,690+222.6% |
| Admin fee / account holder | $267 | $15,030-98.2% | $12,989-97.9% | $13,392-98.0% |