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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 | $259,208 | $160,028+62.0% | $147,080+76.2% | $145,884+77.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.19% | 98.60%-84.4pp | 420.17%-406.0pp | 551.85%-537.7pp |
| Employer contribution / active EE | $11,026 | $5,286+108.6% | $4,933+123.5% | $4,662+136.5% |
| Participant deferral / active EE | $30,185 | $8,422+258.4% | $8,066+274.2% | $6,690+351.2% |
| Admin fee / account holder | $194 | $15,030-98.7% | $12,989-98.5% | $13,392-98.6% |