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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 | $254,344 | $175,212+45.2% | $149,682+69.9% | $139,427+82.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.33% | 166.63%-152.3pp | 134.35%-120.0pp | 373.27%-358.9pp |
| Employer contribution / active EE | $14,594 | $5,475+166.6% | $4,818+202.9% | $4,752+207.1% |
| Participant deferral / active EE | $7,427 | $6,520+13.9% | $5,681+30.7% | $6,711+10.7% |
| Admin fee / account holder | $227 | $16,150-98.6% | $13,210-98.3% | $11,404-98.0% |