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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 | $271,819 | $160,040+69.8% | $147,096+84.8% | $145,877+86.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.53% | 98.49%-76.0pp | 419.75%-397.2pp | 551.28%-528.8pp |
| Employer contribution / active EE | $9,863 | $5,289+86.5% | $4,936+99.8% | $4,663+111.5% |
| Participant deferral / active EE | $11,238 | $8,429+33.3% | $8,071+39.2% | $6,691+68.0% |
| Admin fee / account holder | $15 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |