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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 | $258,761 | $118,877+117.7% | $96,570+168.0% | $167,536+54.5% |
| Participation rate | 81.3% | 75.5%+5.8pp | 69.8%+11.4pp | 82.1%-0.9pp |
| Annual return | 37.06% | 50.50%-13.4pp | 37.79%-0.7pp | 478.82%-441.8pp |
| Employer contribution / active EE | $845 | $3,121-72.9% | $2,357-64.2% | $4,839-82.5% |
| Participant deferral / active EE | $2,378 | $4,617-48.5% | $3,849-38.2% | $6,342-62.5% |
| Admin fee / account holder | $68 | $8,069-99.2% | $6,182-98.9% | $12,315-99.4% |