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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 | $392,882 | $160,070+145.4% | $147,117+167.1% | $145,897+169.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.76% | 98.69%-88.9pp | 420.54%-410.8pp | 552.29%-542.5pp |
| Employer contribution / active EE | $4,053 | $5,285-23.3% | $4,932-17.8% | $4,663-13.1% |
| Participant deferral / active EE | $12,630 | $8,419+50.0% | $8,065+56.6% | $6,689+88.8% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |