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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 | $292,142 | $209,422+39.5% | $178,503+63.7% | $158,982+83.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.12% | 188.81%-171.7pp | 151.12%-134.0pp | 302.99%-285.9pp |
| Employer contribution / active EE | $3,528 | $5,707-38.2% | $5,011-29.6% | $4,763-25.9% |
| Participant deferral / active EE | $7,311 | $5,955+22.8% | $5,202+40.5% | $5,983+22.2% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |