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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 | $264,009 | $159,978+65.0% | $147,041+79.5% | $145,978+80.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.75% | 98.36%-84.6pp | 419.21%-405.5pp | 550.52%-536.8pp |
| Employer contribution / active EE | $8,927 | $5,288+68.8% | $4,935+80.9% | $4,662+91.5% |
| Participant deferral / active EE | $15,263 | $8,429+81.1% | $8,071+89.1% | $6,690+128.2% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |