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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 | $268,935 | $183,539+46.5% | $155,556+72.9% | $145,897+84.3% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 29.25% | 61.31%-32.1pp | 64.84%-35.6pp | 552.29%-523.0pp |
| Employer contribution / active EE | $3,565 | $5,315-32.9% | $4,675-23.7% | $4,663-23.5% |
| Participant deferral / active EE | $7,151 | $6,467+10.6% | $5,631+27.0% | $6,689+6.9% |
| Admin fee / account holder | $91 | $19,275-99.5% | $15,885-99.4% | $13,390-99.3% |