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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 | $341,116 | $209,888+62.5% | $189,545+80.0% | $167,553+103.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.00% | 748.66%-730.7pp | 555.36%-537.4pp | 478.89%-460.9pp |
| Employer contribution / active EE | $3,287 | $6,915-52.5% | $6,162-46.7% | $4,840-32.1% |
| Participant deferral / active EE | $11,787 | $8,934+31.9% | $8,220+43.4% | $6,343+85.8% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |