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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 | $268,448 | $159,978+67.8% | $147,041+82.6% | $145,978+83.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.23% | 98.36%-82.1pp | 419.21%-403.0pp | 550.52%-534.3pp |
| Employer contribution / active EE | $19,234 | $5,288+263.7% | $4,935+289.7% | $4,662+312.6% |
| Participant deferral / active EE | $13,947 | $8,429+65.5% | $8,071+72.8% | $6,690+108.5% |
| Admin fee / account holder | $192 | $15,053-98.7% | $13,006-98.5% | $13,400-98.6% |