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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 | $311,763 | $175,259+77.9% | $149,723+108.2% | $139,487+123.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.44% | 166.82%-150.4pp | 134.50%-118.1pp | 373.84%-357.4pp |
| Employer contribution / active EE | $4,196 | $5,478-23.4% | $4,821-13.0% | $4,755-11.7% |
| Participant deferral / active EE | $10,833 | $6,522+66.1% | $5,682+90.6% | $6,713+61.4% |
| Admin fee / account holder | $159 | $16,158-99.0% | $13,215-98.8% | $11,407-98.6% |