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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 | $175,259+54.1% | $149,723+80.4% | $139,487+93.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.81% | 166.82%-146.0pp | 134.50%-113.7pp | 373.84%-353.0pp |
| Employer contribution / active EE | $5,560 | $5,478+1.5% | $4,821+15.3% | $4,755+16.9% |
| Participant deferral / active EE | $30,000 | $6,522+360.0% | $5,682+427.9% | $6,713+346.9% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |