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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 | $438,808 | $160,040+174.2% | $147,096+198.3% | $145,877+200.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 20.15% | 98.49%-78.3pp | 419.75%-399.6pp | 551.28%-531.1pp |
| Employer contribution / active EE | $2,291 | $5,289-56.7% | $4,936-53.6% | $4,663-50.9% |
| Participant deferral / active EE | $11,710 | $8,429+38.9% | $8,071+45.1% | $6,691+75.0% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |