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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 | $581,933 | $160,028+263.6% | $147,080+295.7% | $145,884+298.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 13.02% | 98.60%-85.6pp | 420.17%-407.2pp | 551.85%-538.8pp |
| Employer contribution / active EE | $1,341 | $5,286-74.6% | $4,933-72.8% | $4,662-71.2% |
| Participant deferral / active EE | $3,060 | $8,422-63.7% | $8,066-62.1% | $6,690-54.3% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |