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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 | $491,158 | $111,830+339.2% | $93,696+424.2% | $145,884+236.7% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 23.02% | 204.08%-181.1pp | 133.74%-110.7pp | 551.85%-528.8pp |
| Employer contribution / active EE | $3,987 | $3,093+28.9% | $2,422+64.6% | $4,662-14.5% |
| Participant deferral / active EE | $8,739 | $4,920+77.6% | $4,417+97.9% | $6,690+30.6% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |