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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 | $283,268 | $160,028+77.0% | $147,080+92.6% | $145,884+94.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 16.12% | 98.60%-82.5pp | 420.17%-404.1pp | 551.85%-535.7pp |
| Employer contribution / active EE | $14,758 | $5,286+179.2% | $4,933+199.2% | $4,662+216.5% |
| Participant deferral / active EE | $12,105 | $8,422+43.7% | $8,066+50.1% | $6,690+81.0% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |