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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 | $408,792 | $183,592+122.7% | $155,567+162.8% | $145,959+180.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 67.72% | 61.24%+6.5pp | 64.74%+3.0pp | 561.95%-494.2pp |
| Employer contribution / active EE | $5,449 | $5,315+2.5% | $4,674+16.6% | $4,661+16.9% |
| Participant deferral / active EE | $5,426 | $6,464-16.1% | $5,628-3.6% | $6,689-18.9% |
| Admin fee / account holder | $165 | $19,318-99.1% | $15,916-99.0% | $13,398-98.8% |