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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 | $260,121 | $217,432+19.6% | $185,851+40.0% | $167,553+55.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.24% | 148.43%-132.2pp | 122.11%-105.9pp | 478.89%-462.6pp |
| Employer contribution / active EE | $11,686 | $5,874+98.9% | $5,168+126.1% | $4,840+141.5% |
| Participant deferral / active EE | $7,062 | $6,357+11.1% | $5,569+26.8% | $6,343+11.3% |
| Admin fee / account holder | $80 | $19,820-99.6% | $16,245-99.5% | $12,316-99.4% |