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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 | $287,360 | $209,422+37.2% | $178,503+61.0% | $158,982+80.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.34% | 188.81%-180.5pp | 151.12%-142.8pp | 302.99%-294.6pp |
| Employer contribution / active EE | $15,057 | $5,707+163.8% | $5,011+200.5% | $4,763+216.1% |
| Participant deferral / active EE | $11,329 | $5,955+90.2% | $5,202+117.8% | $5,983+89.3% |
| Admin fee / account holder | $177 | $17,079-99.0% | $13,987-98.7% | $11,252-98.4% |