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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 | $335,318 | $165,399+102.7% | $149,745+123.9% | $158,982+110.9% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 19.41% | 348.34%-328.9pp | 276.72%-257.3pp | 302.99%-283.6pp |
| Employer contribution / active EE | $11,026 | $5,105+116.0% | $4,646+137.3% | $4,763+131.5% |
| Participant deferral / active EE | $11,159 | $7,183+55.4% | $6,843+63.1% | $5,983+86.5% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |