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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 | $165,351+90.6% | $149,710+110.5% | $158,931+98.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.27% | 348.19%-329.9pp | 276.63%-258.4pp | 302.86%-284.6pp |
| Employer contribution / active EE | $10,310 | $5,103+102.0% | $4,645+122.0% | $4,761+116.5% |
| Participant deferral / active EE | $12,842 | $7,181+78.8% | $6,842+87.7% | $5,982+114.7% |
| Admin fee / account holder | $36 | $10,807-99.7% | $9,309-99.6% | $11,247-99.7% |