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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 | $265,570 | $198,470+33.8% | $170,444+55.8% | $147,585+79.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.73% | 257.30%-241.6pp | 205.94%-190.2pp | 578.56%-562.8pp |
| Employer contribution / active EE | $9,877 | $6,184+59.7% | $5,433+81.8% | $4,876+102.5% |
| Participant deferral / active EE | $6,073 | $5,629+7.9% | $4,939+23.0% | $5,439+11.7% |
| Admin fee / account holder | $99 | $16,852-99.4% | $13,881-99.3% | $10,885-99.1% |