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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 | $307,472 | $159,934+92.2% | $147,005+109.2% | $145,959+110.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.28% | 98.24%-68.0pp | 418.76%-388.5pp | 561.95%-531.7pp |
| Employer contribution / active EE | $7,916 | $5,287+49.7% | $4,934+60.4% | $4,661+69.8% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |