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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 | $266,114 | $160,070+66.2% | $147,117+80.9% | $145,897+82.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.54% | 98.69%-82.1pp | 420.54%-404.0pp | 552.29%-535.8pp |
| Employer contribution / active EE | $1,229 | $5,285-76.8% | $4,932-75.1% | $4,663-73.7% |
| Participant deferral / active EE | $15,293 | $8,419+81.6% | $8,065+89.6% | $6,689+128.6% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |