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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 | $519,637 | $160,070+224.6% | $147,117+253.2% | $145,897+256.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.88% | 98.69%-85.8pp | 420.54%-407.7pp | 552.29%-539.4pp |
| Employer contribution / active EE | $2,665 | $5,285-49.6% | $4,932-46.0% | $4,663-42.8% |
| Participant deferral / active EE | $13,650 | $8,419+62.1% | $8,065+69.3% | $6,689+104.1% |
| Admin fee / account holder | $75 | $15,035-99.5% | $12,993-99.4% | $13,390-99.4% |