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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 | $321,920 | $165,399+94.6% | $149,745+115.0% | $158,982+102.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.85% | 348.34%-331.5pp | 276.72%-259.9pp | 302.99%-286.1pp |
| Employer contribution / active EE | $5,510 | $5,105+7.9% | $4,646+18.6% | $4,763+15.7% |
| Participant deferral / active EE | $10,106 | $7,183+40.7% | $6,843+47.7% | $5,983+68.9% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |