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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 | $264,973 | $217,427+21.9% | $185,837+42.6% | $167,518+58.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.22% | 148.39%-133.2pp | 122.08%-106.9pp | 478.71%-463.5pp |
| Employer contribution / active EE | $4,764 | $5,874-18.9% | $5,168-7.8% | $4,838-1.5% |
| Participant deferral / active EE | $18,399 | $6,357+189.4% | $5,568+230.4% | $6,342+190.1% |
| Admin fee / account holder | $168 | $19,816-99.2% | $16,241-99.0% | $12,312-98.6% |