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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 | $316,604 | $165,399+91.4% | $149,745+111.4% | $158,982+99.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 29.17% | 348.34%-319.2pp | 276.72%-247.6pp | 302.99%-273.8pp |
| Employer contribution / active EE | $5,007 | $5,105-1.9% | $4,646+7.8% | $4,763+5.1% |
| Participant deferral / active EE | $9,597 | $7,183+33.6% | $6,843+40.2% | $5,983+60.4% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |