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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 | $346,785 | $165,361+109.7% | $149,715+131.6% | $158,950+118.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.51% | 348.24%-324.7pp | 276.66%-253.2pp | 302.91%-279.4pp |
| Employer contribution / active EE | $7,476 | $5,103+46.5% | $4,645+61.0% | $4,762+57.0% |
| Participant deferral / active EE | $5,823 | $7,182-18.9% | $6,842-14.9% | $5,983-2.7% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |