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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 | $467,513 | $165,381+182.7% | $149,730+212.2% | $158,966+194.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.06% | 348.29%-332.2pp | 276.70%-260.6pp | 302.95%-286.9pp |
| Employer contribution / active EE | $17,758 | $5,104+247.9% | $4,645+282.3% | $4,762+272.9% |
| Participant deferral / active EE | $13,075 | $7,182+82.0% | $6,843+91.1% | $5,983+118.5% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |