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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 | $373,211 | $159,978+133.3% | $147,041+153.8% | $145,978+155.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.42% | 98.36%-75.9pp | 419.21%-396.8pp | 550.52%-528.1pp |
| Employer contribution / active EE | $2,088 | $5,288-60.5% | $4,935-57.7% | $4,662-55.2% |
| Participant deferral / active EE | $13,085 | $8,429+55.2% | $8,071+62.1% | $6,690+95.6% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |