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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 | $357,258 | $176,105+102.9% | $159,474+124.0% | $167,536+113.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.79% | 331.91%-318.1pp | 263.68%-249.9pp | 478.82%-465.0pp |
| Employer contribution / active EE | $1,521 | $5,299-71.3% | $4,831-68.5% | $4,839-68.6% |
| Participant deferral / active EE | $17,657 | $7,751+127.8% | $7,353+140.1% | $6,342+178.4% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |