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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 | $284,006 | $107,368+164.5% | $92,915+205.7% | $152,909+85.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.83% | 145.64%-126.8pp | 109.45%-90.6pp | 345.46%-326.6pp |
| Employer contribution / active EE | $8,686 | $4,222+105.7% | $3,653+137.7% | $4,764+82.3% |
| Participant deferral / active EE | $5,000 | $4,848+3.1% | $4,238+18.0% | $5,851-14.5% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |