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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 | $254,809 | $175,257+45.4% | $149,717+70.2% | $139,456+82.7% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 21.07% | 166.70%-145.6pp | 134.41%-113.3pp | 373.45%-352.4pp |
| Employer contribution / active EE | $2,652 | $5,477-51.6% | $4,820-45.0% | $4,753-44.2% |
| Participant deferral / active EE | $7,109 | $6,521+9.0% | $5,682+25.1% | $6,711+5.9% |
| Admin fee / account holder | $4 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |