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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 | $287,114 | $183,978+56.1% | $162,171+77.0% | $152,885+87.8% |
| Participation rate | 79.2% | 88.5%-9.3pp | 87.6%-8.4pp | 82.5%-3.3pp |
| Annual return | 14.43% | 150.78%-136.4pp | 115.60%-101.2pp | 345.39%-331.0pp |
| Employer contribution / active EE | $2,393 | $6,370-62.4% | $5,613-57.4% | $4,763-49.8% |
| Participant deferral / active EE | $7,471 | $8,033-7.0% | $7,297+2.4% | $5,851+27.7% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |