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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 | $267,021 | $217,432+22.8% | $185,849+43.7% | $167,536+59.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.82% | 148.42%-134.6pp | 122.10%-108.3pp | 478.82%-465.0pp |
| Employer contribution / active EE | $15,996 | $5,875+172.3% | $5,169+209.5% | $4,839+230.6% |
| Participant deferral / active EE | $8,613 | $6,357+35.5% | $5,569+54.7% | $6,342+35.8% |
| Admin fee / account holder | $31 | $19,818-99.8% | $16,244-99.8% | $12,315-99.7% |