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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 | $309,685 | $176,120+75.8% | $159,487+94.2% | $167,553+84.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.77% | 331.95%-315.2pp | 263.71%-246.9pp | 478.89%-462.1pp |
| Employer contribution / active EE | $3,878 | $5,299-26.8% | $4,831-19.7% | $4,840-19.9% |
| Participant deferral / active EE | $18,225 | $7,752+135.1% | $7,354+147.8% | $6,343+187.3% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |