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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 | $250,992 | $129,737+93.5% | $119,126+110.7% | $154,746+62.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.82% | 379.08%-362.3pp | 282.11%-265.3pp | 172.34%-155.5pp |
| Employer contribution / active EE | $2,172 | $4,375-50.3% | $4,034-46.1% | $4,379-50.4% |
| Participant deferral / active EE | $8,397 | $5,842+43.7% | $5,318+57.9% | $6,730+24.8% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |