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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 | $277,680 | $175,257+58.4% | $149,717+85.5% | $139,456+99.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 43.50% | 166.70%-123.2pp | 134.41%-90.9pp | 373.45%-329.9pp |
| Employer contribution / active EE | $7,010 | $5,477+28.0% | $4,820+45.4% | $4,753+47.5% |
| Participant deferral / active EE | $7,669 | $6,521+17.6% | $5,682+35.0% | $6,711+14.3% |
| Admin fee / account holder | $251 | $16,156-98.4% | $13,213-98.1% | $11,407-97.8% |