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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 | $354,614 | $160,070+121.5% | $147,117+141.0% | $145,897+143.1% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 13.39% | 98.69%-85.3pp | 420.54%-407.2pp | 552.29%-538.9pp |
| Employer contribution / active EE | $4,950 | $5,285-6.3% | $4,932+0.4% | $4,663+6.2% |
| Participant deferral / active EE | $12,472 | $8,419+48.1% | $8,065+54.6% | $6,689+86.4% |
| Admin fee / account holder | $1 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |