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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 | $302,135 | $289,211+4.5% | $260,467+16.0% | $198,609+52.1% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 19.27% | 112.90%-93.6pp | 100.60%-81.3pp | 202.70%-183.4pp |
| Employer contribution / active EE | $7,410 | $4,663+58.9% | $4,239+74.8% | $5,055+46.6% |
| Participant deferral / active EE | $9,255 | $6,812+35.9% | $6,319+46.4% | $6,977+32.6% |
| Admin fee / account holder | $51 | $16,236-99.7% | $15,461-99.7% | $19,030-99.7% |