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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 | $291,411 | $175,259+66.3% | $149,723+94.6% | $139,487+108.9% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 10.73% | 166.82%-156.1pp | 134.50%-123.8pp | 373.84%-363.1pp |
| Employer contribution / active EE | $10,512 | $5,478+91.9% | $4,821+118.0% | $4,755+121.1% |
| Participant deferral / active EE | $14,930 | $6,522+128.9% | $5,682+162.7% | $6,713+122.4% |
| Admin fee / account holder | $116 | $16,158-99.3% | $13,215-99.1% | $11,407-99.0% |