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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 | $306,290 | $198,462+54.3% | $170,439+79.7% | $147,585+107.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.57% | 257.30%-241.7pp | 205.94%-190.4pp | 578.58%-563.0pp |
| Employer contribution / active EE | $7,717 | $6,184+24.8% | $5,433+42.1% | $4,876+58.3% |
| Participant deferral / active EE | $6,283 | $5,629+11.6% | $4,939+27.2% | $5,439+15.5% |
| Admin fee / account holder | $234 | $16,852-98.6% | $13,881-98.3% | $10,886-97.9% |