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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 | $364,900 | $165,361+120.7% | $149,715+143.7% | $158,950+129.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.30% | 348.24%-333.9pp | 276.66%-262.4pp | 302.91%-288.6pp |
| Employer contribution / active EE | $9,983 | $5,103+95.6% | $4,645+114.9% | $4,762+109.6% |
| Participant deferral / active EE | $13,724 | $7,182+91.1% | $6,842+100.6% | $5,983+129.4% |
| Admin fee / account holder | $20 | $10,808-99.8% | $9,310-99.8% | $11,248-99.8% |