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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 | $310,266 | $217,432+42.7% | $185,851+66.9% | $167,553+85.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.83% | 148.43%-138.6pp | 122.11%-112.3pp | 478.89%-469.1pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $7,998 | $6,357+25.8% | $5,569+43.6% | $6,343+26.1% |
| Admin fee / account holder | $18 | $19,820-99.9% | $16,245-99.9% | $12,316-99.9% |