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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 | $397,104 | $165,399+140.1% | $149,745+165.2% | $158,982+149.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.20% | 348.34%-331.1pp | 276.72%-259.5pp | 302.99%-285.8pp |
| Employer contribution / active EE | $12,500 | $5,105+144.9% | $4,646+169.1% | $4,763+162.4% |
| Participant deferral / active EE | $6,294 | $7,183-12.4% | $6,843-8.0% | $5,983+5.2% |
| Admin fee / account holder | $197 | $10,811-98.2% | $9,312-97.9% | $11,252-98.3% |