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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 | $296,306 | $198,457+49.3% | $170,435+73.9% | $147,586+100.8% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 21.50% | 257.30%-235.8pp | 205.94%-184.4pp | 578.59%-557.1pp |
| Employer contribution / active EE | $2,846 | $6,183-54.0% | $5,432-47.6% | $4,876-41.6% |
| Participant deferral / active EE | $4,422 | $5,629-21.4% | $4,939-10.5% | $5,439-18.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |