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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 | $282,479 | $209,425+34.9% | $178,499+58.3% | $158,966+77.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.38% | 188.80%-179.4pp | 151.10%-141.7pp | 302.95%-293.6pp |
| Employer contribution / active EE | $4,087 | $5,707-28.4% | $5,011-18.4% | $4,762-14.2% |
| Participant deferral / active EE | $9,401 | $5,955+57.9% | $5,202+80.7% | $5,983+57.1% |
| Admin fee / account holder | $154 | $17,078-99.1% | $13,986-98.9% | $11,250-98.6% |