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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 | $160,040+166.5% | $147,096+190.0% | $145,877+192.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.26% | 98.49%-88.2pp | 419.75%-409.5pp | 551.28%-541.0pp |
| Employer contribution / active EE | $5,853 | $5,289+10.6% | $4,936+18.6% | $4,663+25.5% |
| Participant deferral / active EE | $15,742 | $8,429+86.8% | $8,071+95.0% | $6,691+135.3% |
| Admin fee / account holder | $42 | $15,050-99.7% | $13,005-99.7% | $13,402-99.7% |