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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 | $267,386 | $137,414+94.6% | $189,537+41.1% | $85,847+211.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 17.64% | 38.14%-20.5pp | 555.34%-537.7pp | 318.61%-301.0pp |
| Employer contribution / active EE | $6,452 | $4,344+48.5% | $6,161+4.7% | $2,565+151.5% |
| Participant deferral / active EE | $9,007 | $6,260+43.9% | $8,220+9.6% | $3,952+127.9% |
| Admin fee / account holder | $297 | $8,630-96.6% | $12,048-97.5% | $6,261-95.3% |