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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 | $303,032 | $160,028+89.4% | $147,080+106.0% | $145,884+107.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.86% | 98.60%-85.7pp | 420.17%-407.3pp | 551.85%-539.0pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $30,000 | $8,422+256.2% | $8,066+271.9% | $6,690+348.5% |
| Admin fee / account holder | $33 | $15,030-99.8% | $12,989-99.7% | $13,392-99.8% |