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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 | $416,591 | $209,425+98.9% | $178,499+133.4% | $158,966+162.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.49% | 188.80%-176.3pp | 151.10%-138.6pp | 302.95%-290.5pp |
| Employer contribution / active EE | $4,846 | $5,707-15.1% | $5,011-3.3% | $4,762+1.8% |
| Participant deferral / active EE | $14,595 | $5,955+145.1% | $5,202+180.5% | $5,983+143.9% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |