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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 | $314,626 | $165,381+90.2% | $149,730+110.1% | $158,966+97.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.89% | 348.29%-334.4pp | 276.70%-262.8pp | 302.95%-289.1pp |
| Employer contribution / active EE | $2,021 | $5,104-60.4% | $4,645-56.5% | $4,762-57.6% |
| Participant deferral / active EE | $8,892 | $7,182+23.8% | $6,843+30.0% | $5,983+48.6% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |