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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 | $270,063 | $175,212+54.1% | $149,682+80.4% | $139,427+93.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.81% | 166.63%-145.8pp | 134.35%-113.5pp | 373.27%-352.5pp |
| Employer contribution / active EE | $5,560 | $5,475+1.6% | $4,818+15.4% | $4,752+17.0% |
| Participant deferral / active EE | $30,000 | $6,520+360.2% | $5,681+428.1% | $6,711+347.0% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,404-100.0% |