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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 | $323,705 | $165,399+95.7% | $149,745+116.2% | $158,982+103.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.63% | 348.34%-337.7pp | 276.72%-266.1pp | 302.99%-292.4pp |
| Employer contribution / active EE | $17,533 | $5,105+243.5% | $4,646+277.4% | $4,763+268.1% |
| Participant deferral / active EE | $11,635 | $7,183+62.0% | $6,843+70.0% | $5,983+94.4% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |