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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 | $355,606 | $160,070+122.2% | $147,117+141.7% | $145,897+143.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.18% | 98.69%-78.5pp | 420.54%-400.4pp | 552.29%-532.1pp |
| Employer contribution / active EE | $15,067 | $5,285+185.1% | $4,932+205.5% | $4,663+223.1% |
| Participant deferral / active EE | $16,214 | $8,419+92.6% | $8,065+101.0% | $6,689+142.4% |
| Admin fee / account holder | $5 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |