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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 | $312,900 | $157,296+98.9% | $141,191+121.6% | $152,897+104.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.06% | 64.34%-37.3pp | 71.41%-44.4pp | 345.43%-318.4pp |
| Employer contribution / active EE | $6,401 | $5,262+21.6% | $4,736+35.2% | $4,764+34.4% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |