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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 | $289,785 | $117,895+145.8% | $102,460+182.8% | $145,897+98.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 418.75% | 31.92%+386.8pp | 29.47%+389.3pp | 552.29%-133.5pp |
| Employer contribution / active EE | $3,219 | $3,619-11.0% | $3,025+6.4% | $4,663-31.0% |
| Participant deferral / active EE | $11,650 | $5,736+103.1% | $5,056+130.4% | $6,689+74.2% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |