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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 | $342,263 | $176,105+94.4% | $159,474+114.6% | $167,536+104.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 23.97% | 331.91%-307.9pp | 263.68%-239.7pp | 478.82%-454.8pp |
| Employer contribution / active EE | $3,082 | $5,299-41.8% | $4,831-36.2% | $4,839-36.3% |
| Participant deferral / active EE | $23,833 | $7,751+207.5% | $7,353+224.1% | $6,342+275.8% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |