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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 | $768,300 | $165,381+364.6% | $149,730+413.1% | $158,966+383.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.15% | 348.29%-325.1pp | 276.70%-253.5pp | 302.95%-279.8pp |
| Employer contribution / active EE | $11,394 | $5,104+123.2% | $4,645+145.3% | $4,762+139.2% |
| Participant deferral / active EE | $17,333 | $7,182+141.3% | $6,843+153.3% | $5,983+189.7% |
| Admin fee / account holder | $50 | $10,809-99.5% | $9,310-99.5% | $11,250-99.6% |