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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 | $315,208 | $165,399+90.6% | $149,745+110.5% | $158,982+98.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.27% | 348.34%-330.1pp | 276.72%-258.4pp | 302.99%-284.7pp |
| Employer contribution / active EE | $10,310 | $5,105+102.0% | $4,646+121.9% | $4,763+116.5% |
| Participant deferral / active EE | $12,842 | $7,183+78.8% | $6,843+87.7% | $5,983+114.6% |
| Admin fee / account holder | $36 | $10,811-99.7% | $9,312-99.6% | $11,252-99.7% |