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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 | $437,132 | $165,381+164.3% | $149,730+191.9% | $158,966+175.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.92% | 348.29%-333.4pp | 276.70%-261.8pp | 302.95%-288.0pp |
| Employer contribution / active EE | $11,474 | $5,104+124.8% | $4,645+147.0% | $4,762+140.9% |
| Participant deferral / active EE | $12,842 | $7,182+78.8% | $6,843+87.7% | $5,983+114.6% |
| Admin fee / account holder | $114 | $10,809-98.9% | $9,310-98.8% | $11,250-99.0% |