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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 | $382,941 | $165,399+131.5% | $149,745+155.7% | $158,982+140.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.80% | 348.34%-332.5pp | 276.72%-260.9pp | 302.99%-287.2pp |
| Employer contribution / active EE | $4,107 | $5,105-19.6% | $4,646-11.6% | $4,763-13.8% |
| Participant deferral / active EE | $9,452 | $7,183+31.6% | $6,843+38.1% | $5,983+58.0% |
| Admin fee / account holder | $260 | $10,811-97.6% | $9,312-97.2% | $11,252-97.7% |