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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 | $261,053 | $160,070+63.1% | $147,117+77.4% | $145,897+78.9% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 16.31% | 98.69%-82.4pp | 420.54%-404.2pp | 552.29%-536.0pp |
| Employer contribution / active EE | $18,810 | $5,285+255.9% | $4,932+281.3% | $4,663+303.4% |
| Participant deferral / active EE | $6,323 | $8,419-24.9% | $8,065-21.6% | $6,689-5.5% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |