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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 | $426,572 | $160,070+166.5% | $147,117+190.0% | $145,897+192.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.26% | 98.69%-88.4pp | 420.54%-410.3pp | 552.29%-542.0pp |
| Employer contribution / active EE | $5,853 | $5,285+10.7% | $4,932+18.7% | $4,663+25.5% |
| Participant deferral / active EE | $15,742 | $8,419+87.0% | $8,065+95.2% | $6,689+135.3% |
| Admin fee / account holder | $42 | $15,035-99.7% | $12,993-99.7% | $13,390-99.7% |