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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 | $301,962 | $217,432+38.9% | $185,851+62.5% | $167,553+80.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.94% | 148.43%-126.5pp | 122.11%-100.2pp | 478.89%-457.0pp |
| Employer contribution / active EE | $8,267 | $5,874+40.7% | $5,168+60.0% | $4,840+70.8% |
| Participant deferral / active EE | $8,530 | $6,357+34.2% | $5,569+53.2% | $6,343+34.5% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |