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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 | $608,000 | $165,361+267.7% | $149,715+306.1% | $158,950+282.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.43% | 348.24%-336.8pp | 276.66%-265.2pp | 302.91%-291.5pp |
| Employer contribution / active EE | $24,000 | $5,103+370.3% | $4,645+416.7% | $4,762+404.0% |
| Participant deferral / active EE | $34,262 | $7,182+377.1% | $6,842+400.8% | $5,983+472.7% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |