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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 | $285,098 | $100,895+182.6% | $90,430+215.3% | $158,950+79.4% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 12.12% | 1725.54%-1713.4pp | 1293.73%-1281.6pp | 302.91%-290.8pp |
| Employer contribution / active EE | $2,684 | $3,689-27.2% | $3,262-17.7% | $4,762-43.6% |
| Participant deferral / active EE | $8,313 | $4,347+91.2% | $3,963+109.8% | $5,983+39.0% |
| Admin fee / account holder | $6 | $6,505-99.9% | $5,613-99.9% | $11,248-99.9% |