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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 | $522,439 | $165,381+215.9% | $149,730+248.9% | $158,966+228.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.85% | 348.29%-331.4pp | 276.70%-259.8pp | 302.95%-286.1pp |
| Employer contribution / active EE | $9,748 | $5,104+91.0% | $4,645+109.8% | $4,762+104.7% |
| Participant deferral / active EE | $23,480 | $7,182+226.9% | $6,843+243.1% | $5,983+292.4% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |