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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 | $251,043 | $160,040+56.9% | $147,096+70.7% | $145,877+72.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.09% | 98.49%-75.4pp | 419.75%-396.7pp | 551.28%-528.2pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $23,846 | $8,429+182.9% | $8,071+195.5% | $6,691+256.4% |
| Admin fee / account holder | $62 | $15,050-99.6% | $13,005-99.5% | $13,402-99.5% |