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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 | $304,729 | $183,539+66.0% | $155,556+95.9% | $145,897+108.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 9.17% | 61.31%-52.1pp | 64.84%-55.7pp | 552.29%-543.1pp |
| Employer contribution / active EE | $1,987 | $5,315-62.6% | $4,675-57.5% | $4,663-57.4% |
| Participant deferral / active EE | $10,570 | $6,467+63.4% | $5,631+87.7% | $6,689+58.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |