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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 | $297,234 | $165,381+79.7% | $149,730+98.5% | $158,966+87.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.17% | 348.29%-331.1pp | 276.70%-259.5pp | 302.95%-285.8pp |
| Employer contribution / active EE | $12,048 | $5,104+136.0% | $4,645+159.4% | $4,762+153.0% |
| Participant deferral / active EE | $10,311 | $7,182+43.6% | $6,843+50.7% | $5,983+72.3% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |