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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 | $256,699 | $176,077+45.8% | $159,455+61.0% | $167,518+53.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.99% | 331.83%-315.8pp | 263.63%-247.6pp | 478.71%-462.7pp |
| Employer contribution / active EE | $9,083 | $5,298+71.4% | $4,830+88.1% | $4,838+87.7% |
| Participant deferral / active EE | $11,821 | $7,751+52.5% | $7,353+60.8% | $6,342+86.4% |
| Admin fee / account holder | $274 | $12,556-97.8% | $10,800-97.5% | $12,312-97.8% |