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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 | $299,066 | $160,028+86.9% | $147,080+103.3% | $145,884+105.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 10.31% | 98.60%-88.3pp | 420.17%-409.9pp | 551.85%-541.5pp |
| Employer contribution / active EE | $3,953 | $5,286-25.2% | $4,933-19.9% | $4,662-15.2% |
| Participant deferral / active EE | $12,988 | $8,422+54.2% | $8,066+61.0% | $6,690+94.1% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |