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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 | $175,231+46.3% | $149,696+71.2% | $139,466+83.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.97% | 166.77%-152.8pp | 134.46%-120.5pp | 373.66%-359.7pp |
| Employer contribution / active EE | $3,386 | $5,478-38.2% | $4,821-29.8% | $4,754-28.8% |
| Participant deferral / active EE | $17,094 | $6,521+162.1% | $5,682+200.8% | $6,712+154.7% |
| Admin fee / account holder | $122 | $16,155-99.2% | $13,212-99.1% | $11,409-98.9% |