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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 | $289,134 | $109,967+162.9% | $97,197+197.5% | $145,877+98.2% |
| Participation rate | 92.9% | 76.0%+16.9pp | 72.7%+20.2pp | 80.3%+12.6pp |
| Annual return | 20.84% | 244.27%-223.4pp | 75.47%-54.6pp | 551.28%-530.4pp |
| Employer contribution / active EE | $5,910 | $3,077+92.1% | $2,723+117.1% | $4,663+26.8% |
| Participant deferral / active EE | $4,210 | $4,676-10.0% | $4,263-1.2% | $6,691-37.1% |
| Admin fee / account holder | $17 | $6,199-99.7% | $5,637-99.7% | $13,402-99.9% |