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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 | $377,636 | $175,231+115.5% | $149,696+152.3% | $139,466+170.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.73% | 166.77%-144.0pp | 134.46%-111.7pp | 373.66%-350.9pp |
| Employer contribution / active EE | $2,456 | $5,478-55.2% | $4,821-49.1% | $4,754-48.3% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |