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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 | $403,662 | $165,381+144.1% | $149,730+169.6% | $158,966+153.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.83% | 348.29%-330.5pp | 276.70%-258.9pp | 302.95%-285.1pp |
| Employer contribution / active EE | $16,585 | $5,104+224.9% | $4,645+257.0% | $4,762+248.2% |
| Participant deferral / active EE | $13,521 | $7,182+88.3% | $6,843+97.6% | $5,983+126.0% |
| Admin fee / account holder | $19 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |