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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 | $275,692 | $160,070+72.2% | $147,117+87.4% | $145,897+89.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.46% | 98.69%-88.2pp | 420.54%-410.1pp | 552.29%-541.8pp |
| Employer contribution / active EE | $10,500 | $5,285+98.7% | $4,932+112.9% | $4,663+125.2% |
| Participant deferral / active EE | $23,000 | $8,419+173.2% | $8,065+185.2% | $6,689+243.8% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |