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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 | $479,394 | $165,381+189.9% | $149,730+220.2% | $158,966+201.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.89% | 348.29%-334.4pp | 276.70%-262.8pp | 302.95%-289.1pp |
| Employer contribution / active EE | $3,226 | $5,104-36.8% | $4,645-30.6% | $4,762-32.3% |
| Participant deferral / active EE | $8,605 | $7,182+19.8% | $6,843+25.7% | $5,983+43.8% |
| Admin fee / account holder | $97 | $10,809-99.1% | $9,310-99.0% | $11,250-99.1% |