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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 | $256,324 | $175,257+46.3% | $149,717+71.2% | $139,456+83.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.97% | 166.70%-152.7pp | 134.41%-120.4pp | 373.45%-359.5pp |
| Employer contribution / active EE | $3,386 | $5,477-38.2% | $4,820-29.8% | $4,753-28.8% |
| Participant deferral / active EE | $17,094 | $6,521+162.1% | $5,682+200.9% | $6,711+154.7% |
| Admin fee / account holder | $122 | $16,156-99.2% | $13,213-99.1% | $11,407-98.9% |