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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 | $270,580 | $175,231+54.4% | $149,696+80.8% | $139,466+94.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.81% | 166.77%-143.0pp | 134.46%-110.6pp | 373.66%-349.9pp |
| Employer contribution / active EE | $5,536 | $5,478+1.1% | $4,821+14.8% | $4,754+16.5% |
| Participant deferral / active EE | $8,960 | $6,521+37.4% | $5,682+57.7% | $6,712+33.5% |
| Admin fee / account holder | $11 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |