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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 | $277,646 | $106,008+161.9% | $92,240+201.0% | $147,586+88.1% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 14.33% | 50.05%-35.7pp | 176.29%-162.0pp | 578.59%-564.3pp |
| Employer contribution / active EE | $1,799 | $4,333-58.5% | $3,680-51.1% | $4,876-63.1% |
| Participant deferral / active EE | $1,767 | $4,478-60.5% | $3,897-54.7% | $5,439-67.5% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |