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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 | $287,333 | $160,040+79.5% | $147,096+95.3% | $145,877+97.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.16% | 98.49%-83.3pp | 419.75%-404.6pp | 551.28%-536.1pp |
| Employer contribution / active EE | $3,236 | $5,289-38.8% | $4,936-34.4% | $4,663-30.6% |
| Participant deferral / active EE | $11,457 | $8,429+35.9% | $8,071+41.9% | $6,691+71.2% |
| Admin fee / account holder | $223 | $15,050-98.5% | $13,005-98.3% | $13,402-98.3% |