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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 | $333,390 | $175,231+90.3% | $149,696+122.7% | $139,466+139.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 46.88% | 166.77%-119.9pp | 134.46%-87.6pp | 373.66%-326.8pp |
| Employer contribution / active EE | $3,349 | $5,478-38.9% | $4,821-30.5% | $4,754-29.6% |
| Participant deferral / active EE | $11,363 | $6,521+74.2% | $5,682+100.0% | $6,712+69.3% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |