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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 | $438,404 | $176,077+149.0% | $159,455+174.9% | $167,518+161.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.24% | 331.83%-314.6pp | 263.63%-246.4pp | 478.71%-461.5pp |
| Employer contribution / active EE | $1,689 | $5,298-68.1% | $4,830-65.0% | $4,838-65.1% |
| Participant deferral / active EE | $13,389 | $7,751+72.7% | $7,353+82.1% | $6,342+111.1% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |