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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 | $291,035 | $217,392+33.9% | $185,818+56.6% | $167,497+73.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.05% | 148.37%-128.3pp | 122.06%-102.0pp | 478.62%-458.6pp |
| Employer contribution / active EE | $5,583 | $5,873-4.9% | $5,168+8.0% | $4,838+15.4% |
| Participant deferral / active EE | $21,006 | $6,357+230.5% | $5,568+277.3% | $6,341+231.3% |
| Admin fee / account holder | $22 | $19,813-99.9% | $16,239-99.9% | $12,310-99.8% |