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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 | $259,387 | $183,988+41.0% | $162,177+59.9% | $152,897+69.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.97% | 150.79%-129.8pp | 115.60%-94.6pp | 345.43%-324.5pp |
| Employer contribution / active EE | $20,000 | $6,370+214.0% | $5,613+256.3% | $4,764+319.9% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $23 | $13,123-99.8% | $10,843-99.8% | $11,599-99.8% |