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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 | $430,231 | $165,399+160.1% | $149,745+187.3% | $158,982+170.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.10% | 348.34%-336.2pp | 276.72%-264.6pp | 302.99%-290.9pp |
| Employer contribution / active EE | $23,909 | $5,105+368.4% | $4,646+414.7% | $4,763+402.0% |
| Participant deferral / active EE | $14,322 | $7,183+99.4% | $6,843+109.3% | $5,983+139.4% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |