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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 | $465,100 | $165,399+181.2% | $149,745+210.6% | $158,982+192.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.47% | 348.34%-330.9pp | 276.72%-259.3pp | 302.99%-285.5pp |
| Employer contribution / active EE | $4,303 | $5,105-15.7% | $4,646-7.4% | $4,763-9.7% |
| Participant deferral / active EE | $15,171 | $7,183+111.2% | $6,843+121.7% | $5,983+153.6% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |