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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 | $300,401 | $165,399+81.6% | $149,745+100.6% | $158,982+89.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.47% | 348.34%-326.9pp | 276.72%-255.3pp | 302.99%-281.5pp |
| Employer contribution / active EE | $16,259 | $5,105+218.5% | $4,646+250.0% | $4,763+241.4% |
| Participant deferral / active EE | $11,497 | $7,183+60.1% | $6,843+68.0% | $5,983+92.1% |
| Admin fee / account holder | $128 | $10,811-98.8% | $9,312-98.6% | $11,252-98.9% |