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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 | $547,340 | $165,399+230.9% | $149,745+265.5% | $158,982+244.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.21% | 348.34%-328.1pp | 276.72%-256.5pp | 302.99%-282.8pp |
| Employer contribution / active EE | $11,354 | $5,105+122.4% | $4,646+144.4% | $4,763+138.4% |
| Participant deferral / active EE | $4,973 | $7,183-30.8% | $6,843-27.3% | $5,983-16.9% |
| Admin fee / account holder | $19 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |