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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 | $343,992 | $125,778+173.5% | $114,563+200.3% | $154,746+122.3% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.9%+17.1pp | 80.7%+9.3pp |
| Annual return | 19.23% | 295.14%-275.9pp | 241.09%-221.9pp | 172.34%-153.1pp |
| Employer contribution / active EE | $7,667 | $2,806+173.3% | $2,592+195.8% | $4,379+75.1% |
| Participant deferral / active EE | $8,851 | $4,445+99.1% | $4,142+113.7% | $6,730+31.5% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |