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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 | $367,230 | $183,516+100.1% | $155,534+136.1% | $145,884+151.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.65% | 61.43%-46.8pp | 64.92%-50.3pp | 551.85%-537.2pp |
| Employer contribution / active EE | $4,071 | $5,315-23.4% | $4,675-12.9% | $4,662-12.7% |
| Participant deferral / active EE | $10,111 | $6,467+56.4% | $5,630+79.6% | $6,690+51.1% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |