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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 | $357,803 | $176,120+103.2% | $159,487+124.3% | $167,553+113.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.59% | 331.95%-318.4pp | 263.71%-250.1pp | 478.89%-465.3pp |
| Employer contribution / active EE | $1,680 | $5,299-68.3% | $4,831-65.2% | $4,840-65.3% |
| Participant deferral / active EE | $13,673 | $7,752+76.4% | $7,354+85.9% | $6,343+115.6% |
| Admin fee / account holder | $32 | $12,561-99.7% | $10,804-99.7% | $12,316-99.7% |