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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 | $262,871 | $53,128+394.8% | $86,582+203.6% | $70,126+274.9% |
| Participation rate | 92.9% | 65.3%+27.6pp | 73.5%+19.3pp | 69.5%+23.3pp |
| Annual return | 18.36% | 27.66%-9.3pp | 965.08%-946.7pp | 73.15%-54.8pp |
| Employer contribution / active EE | $4,818 | $2,068+133.0% | $2,839+69.7% | $2,343+105.7% |
| Participant deferral / active EE | $6,319 | $2,695+134.5% | $3,609+75.1% | $3,332+89.7% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |