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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 | $293,784 | $148,629+97.7% | $135,982+116.0% | $139,487+110.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 37.29% | 79.33%-42.0pp | 68.32%-31.0pp | 373.84%-336.6pp |
| Employer contribution / active EE | $5,108 | $5,247-2.6% | $4,859+5.1% | $4,755+7.4% |
| Participant deferral / active EE | $9,928 | $8,102+22.5% | $7,760+27.9% | $6,713+47.9% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |