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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 | $302,935 | $180,749+67.6% | $160,784+88.4% | $137,256+120.7% |
| Participation rate | 71.4% | 80.0%-8.5pp | 77.0%-5.5pp | 80.0%-8.5pp |
| Annual return | 13.37% | 2234.46%-2221.1pp | 1803.92%-1790.6pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,274 | $4,155-45.3% | $3,733-39.1% | $4,156-45.3% |
| Participant deferral / active EE | $10,872 | $6,844+58.9% | $6,293+72.8% | $6,407+69.7% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |