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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 | $160,040+63.1% | $147,096+77.5% | $145,877+79.0% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 16.31% | 98.49%-82.2pp | 419.75%-403.4pp | 551.28%-535.0pp |
| Employer contribution / active EE | $18,810 | $5,289+255.6% | $4,936+281.1% | $4,663+303.4% |
| Participant deferral / active EE | $6,323 | $8,429-25.0% | $8,071-21.7% | $6,691-5.5% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |