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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 | $305,863 | $196,972+55.3% | $182,262+67.8% | $198,609+54.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.35% | 158.27%-140.9pp | 140.60%-123.2pp | 202.70%-185.3pp |
| Employer contribution / active EE | $12,417 | $5,364+131.5% | $5,046+146.1% | $5,055+145.6% |
| Participant deferral / active EE | $15,920 | $8,643+84.2% | $8,276+92.4% | $6,977+128.2% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |