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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 | $322,190 | $165,381+94.8% | $149,730+115.2% | $158,966+102.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.35% | 348.29%-321.9pp | 276.70%-250.3pp | 302.95%-276.6pp |
| Employer contribution / active EE | $37,000 | $5,104+624.9% | $4,645+696.5% | $4,762+676.9% |
| Participant deferral / active EE | $19,000 | $7,182+164.5% | $6,843+177.7% | $5,983+217.6% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |