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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 | $291,362 | $160,070+82.0% | $147,117+98.0% | $145,897+99.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.10% | 98.69%-84.6pp | 420.54%-406.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,630 | $8,419+73.8% | $8,065+81.4% | $6,689+118.7% |
| Admin fee / account holder | $21 | $15,035-99.9% | $12,993-99.8% | $13,390-99.8% |