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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 | $160,070+92.1% | $147,117+109.0% | $145,897+110.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.28% | 98.69%-68.4pp | 420.54%-390.3pp | 552.29%-522.0pp |
| Employer contribution / active EE | $7,916 | $5,285+49.8% | $4,932+60.5% | $4,663+69.8% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |