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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 | $272,544 | $175,231+55.5% | $149,696+82.1% | $139,466+95.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.45% | 166.77%-143.3pp | 134.46%-111.0pp | 373.66%-350.2pp |
| Employer contribution / active EE | $3,864 | $5,478-29.5% | $4,821-19.8% | $4,754-18.7% |
| Participant deferral / active EE | $14,859 | $6,521+127.8% | $5,682+161.5% | $6,712+121.4% |
| Admin fee / account holder | $3 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |