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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 | $303,472 | $111,814+171.4% | $93,654+224.0% | $145,959+107.9% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 15.83% | 203.30%-187.5pp | 133.34%-117.5pp | 561.95%-546.1pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $10,625 | $4,914+116.2% | $4,413+140.8% | $6,689+58.9% |
| Admin fee / account holder | $1 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |