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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 | $269,866 | $148,623+81.6% | $135,974+98.5% | $139,466+93.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.24% | 79.30%-53.1pp | 68.30%-42.1pp | 373.66%-347.4pp |
| Employer contribution / active EE | $13,760 | $5,246+162.3% | $4,859+183.2% | $4,754+189.4% |
| Participant deferral / active EE | $15,567 | $8,103+92.1% | $7,760+100.6% | $6,712+131.9% |
| Admin fee / account holder | $20 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |