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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 | $586,135 | $165,361+254.5% | $149,715+291.5% | $158,950+268.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.52% | 348.24%-331.7pp | 276.66%-260.1pp | 302.91%-286.4pp |
| Employer contribution / active EE | $9,273 | $5,103+81.7% | $4,645+99.6% | $4,762+94.7% |
| Participant deferral / active EE | $15,470 | $7,182+115.4% | $6,842+126.1% | $5,983+158.6% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |