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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 | $319,140 | $165,399+93.0% | $149,745+113.1% | $158,982+100.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.68% | 348.34%-334.7pp | 276.72%-263.0pp | 302.99%-289.3pp |
| Employer contribution / active EE | $2,544 | $5,105-50.2% | $4,646-45.2% | $4,763-46.6% |
| Participant deferral / active EE | $15,746 | $7,183+119.2% | $6,843+130.1% | $5,983+163.1% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |