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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 | $304,964 | $125,190+143.6% | $105,624+188.7% | $145,897+109.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 20.72% | 225.22%-204.5pp | 116.20%-95.5pp | 552.29%-531.6pp |
| Employer contribution / active EE | $3,445 | $3,720-7.4% | $3,168+8.8% | $4,663-26.1% |
| Participant deferral / active EE | $16,170 | $5,716+182.9% | $5,013+222.6% | $6,689+141.7% |
| Admin fee / account holder | $0 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |