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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 | $270,895 | $148,623+82.3% | $135,974+99.2% | $139,466+94.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.50% | 79.30%-59.8pp | 68.30%-48.8pp | 373.66%-354.2pp |
| Employer contribution / active EE | $4,591 | $5,246-12.5% | $4,859-5.5% | $4,754-3.4% |
| Participant deferral / active EE | $7,481 | $8,103-7.7% | $7,760-3.6% | $6,712+11.5% |
| Admin fee / account holder | $184 | $12,406-98.5% | $10,767-98.3% | $11,409-98.4% |