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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 | $332,555 | $165,399+101.1% | $149,745+122.1% | $158,982+109.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.15% | 348.34%-335.2pp | 276.72%-263.6pp | 302.99%-289.8pp |
| Employer contribution / active EE | $7,681 | $5,105+50.5% | $4,646+65.3% | $4,763+61.3% |
| Participant deferral / active EE | $7,521 | $7,183+4.7% | $6,843+9.9% | $5,983+25.7% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |