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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 | $312,177 | $160,028+95.1% | $147,080+112.2% | $145,884+114.0% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 10.79% | 98.60%-87.8pp | 420.17%-409.4pp | 551.85%-541.1pp |
| Employer contribution / active EE | $1,746 | $5,286-67.0% | $4,933-64.6% | $4,662-62.6% |
| Participant deferral / active EE | $6,372 | $8,422-24.3% | $8,066-21.0% | $6,690-4.7% |
| Admin fee / account holder | $239 | $15,030-98.4% | $12,989-98.2% | $13,392-98.2% |