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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 | $365,494 | $159,978+128.5% | $147,041+148.6% | $145,978+150.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.22% | 98.36%-83.1pp | 419.21%-404.0pp | 550.52%-535.3pp |
| Employer contribution / active EE | $3,598 | $5,288-32.0% | $4,935-27.1% | $4,662-22.8% |
| Participant deferral / active EE | $15,332 | $8,429+81.9% | $8,071+90.0% | $6,690+129.2% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |