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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 | $499,025 | $165,399+201.7% | $149,745+233.2% | $158,982+213.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.04% | 348.34%-334.3pp | 276.72%-262.7pp | 302.99%-289.0pp |
| Employer contribution / active EE | $8,538 | $5,105+67.3% | $4,646+83.8% | $4,763+79.3% |
| Participant deferral / active EE | $10,585 | $7,183+47.4% | $6,843+54.7% | $5,983+76.9% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |