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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 | $336,276 | $160,070+110.1% | $147,117+128.6% | $145,897+130.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.40% | 98.69%-86.3pp | 420.54%-408.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $5,092 | $5,285-3.7% | $4,932+3.2% | $4,663+9.2% |
| Participant deferral / active EE | $13,750 | $8,419+63.3% | $8,065+70.5% | $6,689+105.5% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |