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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 | $380,103 | $198,457+91.5% | $170,435+123.0% | $147,586+157.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.83% | 257.30%-240.5pp | 205.94%-189.1pp | 578.59%-561.8pp |
| Employer contribution / active EE | $3,641 | $6,183-41.1% | $5,432-33.0% | $4,876-25.3% |
| Participant deferral / active EE | $13,950 | $5,629+147.8% | $4,939+182.4% | $5,439+156.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |