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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 | $287,503 | $196,972+46.0% | $182,262+57.7% | $198,609+44.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.30% | 158.27%-140.0pp | 140.60%-122.3pp | 202.70%-184.4pp |
| Employer contribution / active EE | $15,311 | $5,364+185.5% | $5,046+203.4% | $5,055+202.9% |
| Participant deferral / active EE | $12,999 | $8,643+50.4% | $8,276+57.1% | $6,977+86.3% |
| Admin fee / account holder | $161 | $18,429-99.1% | $16,712-99.0% | $19,030-99.2% |