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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 | $297,411 | $165,351+79.9% | $149,710+98.7% | $158,931+87.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.99% | 348.19%-335.2pp | 276.63%-263.6pp | 302.86%-289.9pp |
| Employer contribution / active EE | $4,981 | $5,103-2.4% | $4,645+7.2% | $4,761+4.6% |
| Participant deferral / active EE | $5,917 | $7,181-17.6% | $6,842-13.5% | $5,982-1.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |