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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 | $317,088 | $165,381+91.7% | $149,730+111.8% | $158,966+99.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.31% | 348.29%-324.0pp | 276.70%-252.4pp | 302.95%-278.6pp |
| Employer contribution / active EE | $10,000 | $5,104+95.9% | $4,645+115.3% | $4,762+110.0% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $75 | $10,809-99.3% | $9,310-99.2% | $11,250-99.3% |