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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 | $250,166 | $142,354+75.7% | $125,529+99.3% | $155,188+61.2% |
| Participation rate | 83.3% | 78.1%+5.3pp | 74.7%+8.6pp | 80.8%+2.5pp |
| Annual return | 6.56% | 306.06%-299.5pp | 202.56%-196.0pp | 148.84%-142.3pp |
| Employer contribution / active EE | $936 | $3,501-73.3% | $3,058-69.4% | $4,248-78.0% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $19,392-100.0% | $16,298-100.0% | $14,480-100.0% |