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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 | $330,431 | $175,257+88.5% | $149,717+120.7% | $139,456+136.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.30% | 166.70%-152.4pp | 134.41%-120.1pp | 373.45%-359.1pp |
| Employer contribution / active EE | $3,623 | $5,477-33.9% | $4,820-24.8% | $4,753-23.8% |
| Participant deferral / active EE | $18,400 | $6,521+182.2% | $5,682+223.8% | $6,711+174.2% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |