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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 | $366,289 | $175,257+109.0% | $149,717+144.7% | $139,456+162.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.80% | 166.70%-152.9pp | 134.41%-120.6pp | 373.45%-359.7pp |
| Employer contribution / active EE | $2,244 | $5,477-59.0% | $4,820-53.4% | $4,753-52.8% |
| Participant deferral / active EE | $13,667 | $6,521+109.6% | $5,682+140.5% | $6,711+103.6% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |