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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 | $259,767 | $129,737+100.2% | $119,126+118.1% | $154,746+67.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 17.29% | 379.08%-361.8pp | 282.11%-264.8pp | 172.34%-155.0pp |
| Employer contribution / active EE | $6,362 | $4,375+45.4% | $4,034+57.7% | $4,379+45.3% |
| Participant deferral / active EE | $6,337 | $5,842+8.5% | $5,318+19.2% | $6,730-5.9% |
| Admin fee / account holder | $263 | $11,961-97.8% | $10,693-97.5% | $14,365-98.2% |