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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 | $269,736 | $185,312+45.6% | $161,489+67.0% | $154,746+74.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.14% | 103.84%-88.7pp | 89.72%-74.6pp | 172.34%-157.2pp |
| Employer contribution / active EE | $6,000 | $4,769+25.8% | $4,268+40.6% | $4,379+37.0% |
| Participant deferral / active EE | $5,792 | $6,350-8.8% | $5,630+2.9% | $6,730-13.9% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |