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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 | $315,941 | $112,933+179.8% | $90,970+247.3% | $158,982+98.7% |
| Participation rate | 90.0% | 74.7%+15.3pp | 69.0%+21.0pp | 82.0%+8.0pp |
| Annual return | 17.41% | 215.82%-198.4pp | 134.60%-117.2pp | 302.99%-285.6pp |
| Employer contribution / active EE | $846 | $2,893-70.8% | $2,122-60.1% | $4,763-82.2% |
| Participant deferral / active EE | $1,794 | $4,128-56.5% | $3,373-46.8% | $5,983-70.0% |
| Admin fee / account holder | $192 | $8,047-97.6% | $5,961-96.8% | $11,252-98.3% |