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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 | $309,019 | $160,040+93.1% | $147,096+110.1% | $145,877+111.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 14.69% | 98.49%-83.8pp | 419.75%-405.1pp | 551.28%-536.6pp |
| Employer contribution / active EE | $11,876 | $5,289+124.5% | $4,936+140.6% | $4,663+154.7% |
| Participant deferral / active EE | $16,080 | $8,429+90.8% | $8,071+99.2% | $6,691+140.3% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |