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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 | $351,093 | $209,422+67.6% | $178,503+96.7% | $158,982+120.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.88% | 188.81%-171.9pp | 151.12%-134.2pp | 302.99%-286.1pp |
| Employer contribution / active EE | $4,184 | $5,707-26.7% | $5,011-16.5% | $4,763-12.2% |
| Participant deferral / active EE | $14,648 | $5,955+146.0% | $5,202+181.6% | $5,983+144.8% |
| Admin fee / account holder | $155 | $17,079-99.1% | $13,987-98.9% | $11,252-98.6% |