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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 | $297,275 | $165,399+79.7% | $149,745+98.5% | $158,982+87.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.31% | 348.34%-333.0pp | 276.72%-261.4pp | 302.99%-287.7pp |
| Employer contribution / active EE | $12,903 | $5,105+152.8% | $4,646+177.7% | $4,763+170.9% |
| Participant deferral / active EE | $8,150 | $7,183+13.5% | $6,843+19.1% | $5,983+36.2% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |