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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 | $440,147 | $165,399+166.1% | $149,745+193.9% | $158,982+176.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.91% | 348.34%-332.4pp | 276.72%-260.8pp | 302.99%-287.1pp |
| Employer contribution / active EE | $2,355 | $5,105-53.9% | $4,646-49.3% | $4,763-50.6% |
| Participant deferral / active EE | $8,125 | $7,183+13.1% | $6,843+18.7% | $5,983+35.8% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |