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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 | $279,983 | $209,874+33.4% | $189,537+47.7% | $167,536+67.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.31% | 748.61%-732.3pp | 555.34%-539.0pp | 478.82%-462.5pp |
| Employer contribution / active EE | $3,606 | $6,913-47.8% | $6,161-41.5% | $4,839-25.5% |
| Participant deferral / active EE | $18,393 | $8,934+105.9% | $8,220+123.8% | $6,342+190.0% |
| Admin fee / account holder | $62 | $14,299-99.6% | $12,048-99.5% | $12,315-99.5% |