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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 | $391,681 | $165,361+136.9% | $149,715+161.6% | $158,950+146.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.64% | 348.24%-321.6pp | 276.66%-250.0pp | 302.91%-276.3pp |
| Employer contribution / active EE | $5,000 | $5,103-2.0% | $4,645+7.6% | $4,762+5.0% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $10 | $10,808-99.9% | $9,310-99.9% | $11,248-99.9% |