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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 | $256,007 | $176,105+45.4% | $159,474+60.5% | $167,536+52.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.20% | 331.91%-319.7pp | 263.68%-251.5pp | 478.82%-466.6pp |
| Employer contribution / active EE | $2,920 | $5,299-44.9% | $4,831-39.6% | $4,839-39.7% |
| Participant deferral / active EE | $7,855 | $7,751+1.3% | $7,353+6.8% | $6,342+23.9% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |