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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 | $453,549 | $183,592+147.0% | $155,567+191.5% | $145,959+210.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.42% | 61.24%-49.8pp | 64.74%-53.3pp | 561.95%-550.5pp |
| Employer contribution / active EE | $30,000 | $5,315+464.5% | $4,674+541.8% | $4,661+543.7% |
| Participant deferral / active EE | $10,000 | $6,464+54.7% | $5,628+77.7% | $6,689+49.5% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |