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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 | $351,608 | $289,211+21.6% | $260,467+35.0% | $198,609+77.0% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 18.16% | 112.90%-94.7pp | 100.60%-82.4pp | 202.70%-184.5pp |
| Employer contribution / active EE | $1,893 | $4,663-59.4% | $4,239-55.3% | $5,055-62.5% |
| Participant deferral / active EE | $10,247 | $6,812+50.4% | $6,319+62.1% | $6,977+46.9% |
| Admin fee / account holder | $0 | $16,236-100.0% | $15,461-100.0% | $19,030-100.0% |