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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 | $256,020 | $175,257+46.1% | $149,717+71.0% | $139,456+83.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 42.14% | 166.70%-124.6pp | 134.41%-92.3pp | 373.45%-331.3pp |
| Employer contribution / active EE | $3,735 | $5,477-31.8% | $4,820-22.5% | $4,753-21.4% |
| Participant deferral / active EE | $26,347 | $6,521+304.0% | $5,682+363.7% | $6,711+292.6% |
| Admin fee / account holder | -$11,882 | $16,156-173.5% | $13,213-189.9% | $11,407-204.2% |