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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 | $299,286 | $209,425+42.9% | $178,499+67.7% | $158,966+88.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.45% | 188.80%-168.3pp | 151.10%-130.7pp | 302.95%-282.5pp |
| Employer contribution / active EE | $2,565 | $5,707-55.1% | $5,011-48.8% | $4,762-46.1% |
| Participant deferral / active EE | $7,392 | $5,955+24.1% | $5,202+42.1% | $5,983+23.5% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |