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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 | $465,326 | $183,539+153.5% | $155,556+199.1% | $145,897+218.9% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 12.33% | 61.31%-49.0pp | 64.84%-52.5pp | 552.29%-540.0pp |
| Employer contribution / active EE | $1,953 | $5,315-63.3% | $4,675-58.2% | $4,663-58.1% |
| Participant deferral / active EE | $6,864 | $6,467+6.1% | $5,631+21.9% | $6,689+2.6% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |