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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 | $322,543 | $160,040+101.5% | $147,096+119.3% | $145,877+121.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.49% | 98.49%-84.0pp | 419.75%-405.3pp | 551.28%-536.8pp |
| Employer contribution / active EE | $4,649 | $5,289-12.1% | $4,936-5.8% | $4,663-0.3% |
| Participant deferral / active EE | $7,745 | $8,429-8.1% | $8,071-4.0% | $6,691+15.8% |
| Admin fee / account holder | $239 | $15,050-98.4% | $13,005-98.2% | $13,402-98.2% |