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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 | $603,420 | $165,399+264.8% | $149,745+303.0% | $158,982+279.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.88% | 348.34%-326.5pp | 276.72%-254.8pp | 302.99%-281.1pp |
| Employer contribution / active EE | $18,847 | $5,105+269.2% | $4,646+305.7% | $4,763+295.7% |
| Participant deferral / active EE | $17,481 | $7,183+143.4% | $6,843+155.4% | $5,983+192.1% |
| Admin fee / account holder | $4 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |