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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 | $251,813 | $165,361+52.3% | $149,715+68.2% | $158,950+58.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.26% | 348.24%-332.0pp | 276.66%-260.4pp | 302.91%-286.6pp |
| Employer contribution / active EE | $10,851 | $5,103+112.6% | $4,645+133.6% | $4,762+127.9% |
| Participant deferral / active EE | $14,129 | $7,182+96.7% | $6,842+106.5% | $5,983+136.2% |
| Admin fee / account holder | $2 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |