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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 | $304,178 | $175,259+73.6% | $149,723+103.2% | $139,487+118.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.18% | 166.82%-149.6pp | 134.50%-117.3pp | 373.84%-356.7pp |
| Employer contribution / active EE | $9,328 | $5,478+70.3% | $4,821+93.5% | $4,755+96.2% |
| Participant deferral / active EE | $8,939 | $6,522+37.1% | $5,682+57.3% | $6,713+33.2% |
| Admin fee / account holder | $146 | $16,158-99.1% | $13,215-98.9% | $11,407-98.7% |