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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 | $266,861 | $176,105+51.5% | $159,474+67.3% | $167,536+59.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.06% | 331.91%-311.9pp | 263.68%-243.6pp | 478.82%-458.8pp |
| Employer contribution / active EE | $22,030 | $5,299+315.8% | $4,831+356.0% | $4,839+355.3% |
| Participant deferral / active EE | $18,024 | $7,751+132.5% | $7,353+145.1% | $6,342+184.2% |
| Admin fee / account holder | $160 | $12,559-98.7% | $10,802-98.5% | $12,315-98.7% |