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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 | $165,351+91.5% | $149,710+111.5% | $158,931+99.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 29.17% | 348.19%-319.0pp | 276.63%-247.5pp | 302.86%-273.7pp |
| Employer contribution / active EE | $5,007 | $5,103-1.9% | $4,645+7.8% | $4,761+5.2% |
| Participant deferral / active EE | $9,597 | $7,181+33.6% | $6,842+40.3% | $5,982+60.4% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |