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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 | $361,130 | $176,105+105.1% | $159,474+126.5% | $167,536+115.6% |
| Participation rate | 92.9% | 85.0%+7.9pp | 82.8%+10.0pp | 82.1%+10.7pp |
| Annual return | 15.78% | 331.91%-316.1pp | 263.68%-247.9pp | 478.82%-463.0pp |
| Employer contribution / active EE | $7,578 | $5,299+43.0% | $4,831+56.9% | $4,839+56.6% |
| Participant deferral / active EE | $6,673 | $7,751-13.9% | $7,353-9.2% | $6,342+5.2% |
| Admin fee / account holder | $9 | $12,559-99.9% | $10,802-99.9% | $12,315-99.9% |