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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 | $319,243 | $88,815+259.4% | $81,882+289.9% | $145,897+118.8% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 10.77% | 1033.75%-1023.0pp | 779.47%-768.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $4,716 | $3,086+52.8% | $2,916+61.7% | $4,663+1.1% |
| Participant deferral / active EE | $11,886 | $4,647+155.8% | $4,323+174.9% | $6,689+77.7% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |