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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 | $470,308 | $111,830+320.6% | $93,696+401.9% | $145,884+222.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 22.86% | 204.08%-181.2pp | 133.74%-110.9pp | 551.85%-529.0pp |
| Employer contribution / active EE | $3,346 | $3,093+8.2% | $2,422+38.2% | $4,662-28.2% |
| Participant deferral / active EE | $20,271 | $4,920+312.0% | $4,417+359.0% | $6,690+203.0% |
| Admin fee / account holder | $263 | $10,249-97.4% | $8,287-96.8% | $13,392-98.0% |