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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 | $420,217 | $175,259+139.8% | $149,723+180.7% | $139,487+201.3% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 17.10% | 166.82%-149.7pp | 134.50%-117.4pp | 373.84%-356.7pp |
| Employer contribution / active EE | $4,705 | $5,478-14.1% | $4,821-2.4% | $4,755-1.0% |
| Participant deferral / active EE | $4,286 | $6,522-34.3% | $5,682-24.6% | $6,713-36.2% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |