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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 | $296,835 | $209,405+41.8% | $178,486+66.3% | $158,931+86.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.28% | 188.77%-173.5pp | 151.08%-135.8pp | 302.86%-287.6pp |
| Employer contribution / active EE | $8,910 | $5,707+56.1% | $5,011+77.8% | $4,761+87.1% |
| Participant deferral / active EE | $10,291 | $5,954+72.8% | $5,202+97.8% | $5,982+72.0% |
| Admin fee / account holder | $0 | $17,076-100.0% | $13,985-100.0% | $11,247-100.0% |