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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 | $159,934+121.7% | $147,005+141.2% | $145,959+143.0% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 13.39% | 98.24%-84.9pp | 418.76%-405.4pp | 561.95%-548.6pp |
| Employer contribution / active EE | $4,950 | $5,287-6.4% | $4,934+0.3% | $4,661+6.2% |
| Participant deferral / active EE | $12,472 | $8,427+48.0% | $8,070+54.5% | $6,689+86.5% |
| Admin fee / account holder | $1 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |