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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 | $289,386 | $217,427+33.1% | $185,837+55.7% | $167,518+72.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.88% | 148.39%-132.5pp | 122.08%-106.2pp | 478.71%-462.8pp |
| Employer contribution / active EE | $10,314 | $5,874+75.6% | $5,168+99.6% | $4,838+113.2% |
| Participant deferral / active EE | $8,074 | $6,357+27.0% | $5,568+45.0% | $6,342+27.3% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |