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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 | $286,987 | $109,411+162.3% | $89,435+220.9% | $158,982+80.5% |
| Participation rate | 72.7% | 74.3%-1.5pp | 68.0%+4.7pp | 82.0%-9.2pp |
| Annual return | 16.97% | 345.68%-328.7pp | 245.55%-228.6pp | 302.99%-286.0pp |
| Employer contribution / active EE | $1,868 | $3,173-41.1% | $2,587-27.8% | $4,763-60.8% |
| Participant deferral / active EE | $5,654 | $4,600+22.9% | $3,890+45.3% | $5,983-5.5% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |