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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 | $431,330 | $165,381+160.8% | $149,730+188.1% | $158,966+171.3% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 11.22% | 348.29%-337.1pp | 276.70%-265.5pp | 302.95%-291.7pp |
| Employer contribution / active EE | $9,643 | $5,104+88.9% | $4,645+107.6% | $4,762+102.5% |
| Participant deferral / active EE | $13,681 | $7,182+90.5% | $6,843+99.9% | $5,983+128.7% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |