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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 | $279,259 | $208,088+34.2% | $186,193+50.0% | $154,746+80.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 120.82% | 89.97%+30.8pp | 78.03%+42.8pp | 172.34%-51.5pp |
| Employer contribution / active EE | $5,148 | $4,340+18.6% | $3,918+31.4% | $4,379+17.6% |
| Participant deferral / active EE | $5,148 | $7,078-27.3% | $6,513-21.0% | $6,730-23.5% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |