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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 | $347,248 | $160,028+117.0% | $147,080+136.1% | $145,884+138.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.24% | 98.60%-85.4pp | 420.17%-406.9pp | 551.85%-538.6pp |
| Employer contribution / active EE | $2,459 | $5,286-53.5% | $4,933-50.2% | $4,662-47.3% |
| Participant deferral / active EE | $15,205 | $8,422+80.5% | $8,066+88.5% | $6,690+127.3% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |