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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 | $407,337 | $183,988+121.4% | $162,177+151.2% | $152,897+166.4% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.5%+9.2pp |
| Annual return | 29.83% | 150.79%-121.0pp | 115.60%-85.8pp | 345.43%-315.6pp |
| Employer contribution / active EE | $5,515 | $6,370-13.4% | $5,613-1.7% | $4,764+15.8% |
| Participant deferral / active EE | $12,004 | $8,032+49.4% | $7,297+64.5% | $5,851+105.2% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |