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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 | $298,455 | $165,381+80.5% | $149,730+99.3% | $158,966+87.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.72% | 348.29%-336.6pp | 276.70%-265.0pp | 302.95%-291.2pp |
| Employer contribution / active EE | $7,143 | $5,104+39.9% | $4,645+53.8% | $4,762+50.0% |
| Participant deferral / active EE | $16,500 | $7,182+129.7% | $6,843+141.1% | $5,983+175.8% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |