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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 | $217,432+21.9% | $185,849+42.6% | $167,536+58.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.22% | 148.42%-133.2pp | 122.10%-106.9pp | 478.82%-463.6pp |
| Employer contribution / active EE | $4,764 | $5,875-18.9% | $5,169-7.8% | $4,839-1.6% |
| Participant deferral / active EE | $18,399 | $6,357+189.4% | $5,569+230.4% | $6,342+190.1% |
| Admin fee / account holder | $168 | $19,818-99.2% | $16,244-99.0% | $12,315-98.6% |