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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 | $159,934+77.1% | $147,005+92.7% | $145,959+94.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 16.12% | 98.24%-82.1pp | 418.76%-402.6pp | 561.95%-545.8pp |
| Employer contribution / active EE | $14,758 | $5,287+179.1% | $4,934+199.1% | $4,661+216.6% |
| Participant deferral / active EE | $12,105 | $8,427+43.6% | $8,070+50.0% | $6,689+81.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |