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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 | $274,021 | $175,231+56.4% | $149,696+83.1% | $139,466+96.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.16% | 166.77%-147.6pp | 134.46%-115.3pp | 373.66%-354.5pp |
| Employer contribution / active EE | $4,123 | $5,478-24.7% | $4,821-14.5% | $4,754-13.3% |
| Participant deferral / active EE | $13,660 | $6,521+109.5% | $5,682+140.4% | $6,712+103.5% |
| Admin fee / account holder | $105 | $16,155-99.4% | $13,212-99.2% | $11,409-99.1% |