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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 | $312,689 | $160,028+95.4% | $147,080+112.6% | $145,884+114.3% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 14.16% | 98.60%-84.4pp | 420.17%-406.0pp | 551.85%-537.7pp |
| Employer contribution / active EE | $5,303 | $5,286+0.3% | $4,933+7.5% | $4,662+13.7% |
| Participant deferral / active EE | $11,596 | $8,422+37.7% | $8,066+43.8% | $6,690+73.3% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |