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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 | $376,788 | $165,399+127.8% | $149,745+151.6% | $158,982+137.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.67% | 348.34%-334.7pp | 276.72%-263.0pp | 302.99%-289.3pp |
| Employer contribution / active EE | $37,315 | $5,105+631.0% | $4,646+703.2% | $4,763+683.5% |
| Participant deferral / active EE | $12,035 | $7,183+67.6% | $6,843+75.9% | $5,983+101.1% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |