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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 | $260,832 | $175,231+48.9% | $149,696+74.2% | $139,466+87.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.75% | 166.77%-151.0pp | 134.46%-118.7pp | 373.66%-357.9pp |
| Employer contribution / active EE | $7,750 | $5,478+41.5% | $4,821+60.8% | $4,754+63.0% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $121 | $16,155-99.2% | $13,212-99.1% | $11,409-98.9% |