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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 | $263,167 | $176,105+49.4% | $159,474+65.0% | $167,536+57.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.94% | 331.91%-320.0pp | 263.68%-251.7pp | 478.82%-466.9pp |
| Employer contribution / active EE | $9,882 | $5,299+86.5% | $4,831+104.6% | $4,839+104.2% |
| Participant deferral / active EE | $3,333 | $7,751-57.0% | $7,353-54.7% | $6,342-47.4% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |