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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 | $379,732 | $165,399+129.6% | $149,745+153.6% | $158,982+138.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.52% | 348.34%-325.8pp | 276.72%-254.2pp | 302.99%-280.5pp |
| Employer contribution / active EE | $13,506 | $5,105+164.6% | $4,646+190.7% | $4,763+183.6% |
| Participant deferral / active EE | $8,443 | $7,183+17.5% | $6,843+23.4% | $5,983+41.1% |
| Admin fee / account holder | $56 | $10,811-99.5% | $9,312-99.4% | $11,252-99.5% |