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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 | $287,254 | $88,778+223.6% | $81,844+251.0% | $145,884+96.9% |
| Participation rate | 91.7% | 75.1%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 10.43% | 1033.03%-1022.6pp | 778.87%-768.4pp | 551.85%-541.4pp |
| Employer contribution / active EE | $2,344 | $3,087-24.1% | $2,916-19.6% | $4,662-49.7% |
| Participant deferral / active EE | $10,757 | $4,648+131.4% | $4,323+148.8% | $6,690+60.8% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |