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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 | $298,227 | $209,422+42.4% | $178,503+67.1% | $158,982+87.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.74% | 188.81%-173.1pp | 151.12%-135.4pp | 302.99%-287.3pp |
| Employer contribution / active EE | $6,787 | $5,707+18.9% | $5,011+35.4% | $4,763+42.5% |
| Participant deferral / active EE | $4,969 | $5,955-16.5% | $5,202-4.5% | $5,983-16.9% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |