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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 | $351,537 | $159,934+119.8% | $147,005+139.1% | $145,959+140.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.79% | 98.24%-88.4pp | 418.76%-409.0pp | 561.95%-552.2pp |
| Employer contribution / active EE | $7,832 | $5,287+48.1% | $4,934+58.7% | $4,661+68.0% |
| Participant deferral / active EE | $10,681 | $8,427+26.7% | $8,070+32.4% | $6,689+59.7% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |