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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 | $420,262 | $165,361+154.1% | $149,715+180.7% | $158,950+164.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.69% | 348.24%-323.5pp | 276.66%-252.0pp | 302.91%-278.2pp |
| Employer contribution / active EE | $31,200 | $5,103+511.4% | $4,645+571.7% | $4,762+555.2% |
| Participant deferral / active EE | $13,000 | $7,182+81.0% | $6,842+90.0% | $5,983+117.3% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |