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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 | $260,000 | $138,102+88.3% | $125,381+107.4% | $134,532+93.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | 3.09% | 750.73%-747.6pp | 572.31%-569.2pp | 418.27%-415.2pp |
| Employer contribution / active EE | $5,488 | $5,245+4.6% | $4,815+14.0% | $4,741+15.7% |
| Participant deferral / active EE | $18,625 | $7,801+138.8% | $7,448+150.1% | $6,401+191.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |