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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 | $559,651 | $165,381+238.4% | $149,730+273.8% | $158,966+252.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.35% | 348.29%-338.9pp | 276.70%-267.3pp | 302.95%-293.6pp |
| Employer contribution / active EE | $3,000 | $5,104-41.2% | $4,645-35.4% | $4,762-37.0% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |