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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 | $159,978+110.2% | $147,041+128.7% | $145,978+130.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.40% | 98.36%-86.0pp | 419.21%-406.8pp | 550.52%-538.1pp |
| Employer contribution / active EE | $5,092 | $5,288-3.7% | $4,935+3.2% | $4,662+9.2% |
| Participant deferral / active EE | $13,750 | $8,429+63.1% | $8,071+70.4% | $6,690+105.5% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |