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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 | $274,433 | $198,457+38.3% | $170,435+61.0% | $147,586+85.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.91% | 257.30%-239.4pp | 205.94%-188.0pp | 578.59%-560.7pp |
| Employer contribution / active EE | $7,153 | $6,183+15.7% | $5,432+31.7% | $4,876+46.7% |
| Participant deferral / active EE | $6,335 | $5,629+12.5% | $4,939+28.3% | $5,439+16.5% |
| Admin fee / account holder | $2 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |